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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 | $169,522 | $185,883-8.8% | $170,043-0.3% | $139,466+21.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.58% | 60.54%-34.0pp | 53.40%-26.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,426 | $7,596-81.2% | $6,790-79.0% | $4,754-70.0% |
| Participant deferral / active EE | $17,500 | $11,626+50.5% | $10,410+68.1% | $6,712+160.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |