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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 | $157,440 | $185,312-15.0% | $161,489-2.5% | $154,746+1.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.64% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $723 | $4,769-84.8% | $4,268-83.1% | $4,379-83.5% |
| Participant deferral / active EE | $4,360 | $6,350-31.3% | $5,630-22.6% | $6,730-35.2% |
| Admin fee / account holder | $24 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |