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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 | $80,103 | $148,582-46.1% | $135,942-41.1% | $139,456-42.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.40% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $590 | $5,245-88.8% | $4,858-87.9% | $4,753-87.6% |
| Participant deferral / active EE | $8,850 | $8,101+9.2% | $7,759+14.1% | $6,711+31.9% |
| Admin fee / account holder | $275 | $12,402-97.8% | $10,764-97.4% | $11,407-97.6% |