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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 | $39,242 | $174,379-77.5% | $152,093-74.2% | $138,895-71.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 24.54% | 74.86%-50.3pp | 66.36%-41.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $739 | $4,652-84.1% | $4,175-82.3% | $4,194-82.4% |
| Participant deferral / active EE | $18,000 | $6,159+192.3% | $5,451+230.2% | $6,396+181.4% |
| Admin fee / account holder | $128 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |