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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 | $63,600 | $154,228-58.8% | $145,433-56.3% | $137,256-53.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.17% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $660 | $4,804-86.3% | $4,554-85.5% | $4,156-84.1% |
| Participant deferral / active EE | $9,125 | $8,216+11.1% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $185 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |