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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 | $78,076 | $129,737-39.8% | $119,126-34.5% | $154,746-49.5% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.46% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $873 | $4,375-80.0% | $4,034-78.4% | $4,379-80.1% |
| Participant deferral / active EE | $7,612 | $5,842+30.3% | $5,318+43.1% | $6,730+13.1% |
| Admin fee / account holder | $14 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |