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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 | $83,882 | $185,905-54.9% | $170,057-50.7% | $139,487-39.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 32.05% | 60.56%-28.5pp | 53.42%-21.4pp | 373.84%-341.8pp |
| Employer contribution / active EE | $860 | $7,597-88.7% | $6,790-87.3% | $4,755-81.9% |
| Participant deferral / active EE | $14,508 | $11,627+24.8% | $10,411+39.4% | $6,713+116.1% |
| Admin fee / account holder | $280 | $15,397-98.2% | $12,826-97.8% | $11,407-97.5% |