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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 | $156,398-39.0% | $147,318-35.2% | $138,895-31.3% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 13.60% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $530 | $4,853-89.1% | $4,593-88.5% | $4,194-87.4% |
| Participant deferral / active EE | $6,370 | $8,237-22.7% | $7,906-19.4% | $6,396-0.4% |
| Admin fee / account holder | $183 | $14,976-98.8% | $13,708-98.7% | $12,562-98.5% |