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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 | $95,456 | $154,228-38.1% | $145,433-34.4% | $137,256-30.5% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 13.60% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $530 | $4,804-89.0% | $4,554-88.4% | $4,156-87.2% |
| Participant deferral / active EE | $6,370 | $8,216-22.5% | $7,897-19.3% | $6,407-0.6% |
| Admin fee / account holder | $183 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |