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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 | $84,032 | $149,741-43.9% | $118,914-29.3% | $158,982-47.1% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 8.28% | 19.94%-11.7pp | 35.89%-27.6pp | 302.99%-294.7pp |
| Employer contribution / active EE | $681 | $4,119-83.5% | $3,264-79.1% | $4,763-85.7% |
| Participant deferral / active EE | $6,821 | $5,226+30.5% | $4,266+59.9% | $5,983+14.0% |
| Admin fee / account holder | $9 | $8,607-99.9% | $6,582-99.9% | $11,252-99.9% |