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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 | $131,984 | $183,592-28.1% | $155,574-15.2% | $145,877-9.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.07% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $401 | $5,317-92.5% | $4,676-91.4% | $4,663-91.4% |
| Participant deferral / active EE | $8,930 | $6,466+38.1% | $5,629+58.6% | $6,691+33.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |