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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 | $83,305 | $148,623-43.9% | $135,974-38.7% | $139,466-40.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 21.38% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $459 | $5,246-91.3% | $4,859-90.6% | $4,754-90.4% |
| Participant deferral / active EE | $8,213 | $8,103+1.4% | $7,760+5.8% | $6,712+22.4% |
| Admin fee / account holder | $229 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |