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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 | $80,260 | $156,398-48.7% | $147,318-45.5% | $138,895-42.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $886 | $4,853-81.7% | $4,593-80.7% | $4,194-78.9% |
| Participant deferral / active EE | $3,442 | $8,237-58.2% | $7,906-56.5% | $6,396-46.2% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |