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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 | $127,183 | $227,399-44.1% | $189,758-33.0% | $198,609-36.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 20.79% | 61.03%-40.2pp | 52.62%-31.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,089 | $5,526-80.3% | $4,767-77.1% | $5,055-78.5% |
| Participant deferral / active EE | $6,302 | $6,837-7.8% | $5,856+7.6% | $6,977-9.7% |
| Admin fee / account holder | $50 | $25,162-99.8% | $20,388-99.8% | $19,030-99.7% |