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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,374 | $183,592-5.0% | $155,567+12.1% | $145,959+19.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.82% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $815 | $5,315-84.7% | $4,674-82.6% | $4,661-82.5% |
| Participant deferral / active EE | $2,578 | $6,464-60.1% | $5,628-54.2% | $6,689-61.5% |
| Admin fee / account holder | $78 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |