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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 | $69,413 | $148,623-53.3% | $135,974-49.0% | $139,466-50.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.45% | 79.30%-56.8pp | 68.30%-45.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $930 | $5,246-82.3% | $4,859-80.9% | $4,754-80.4% |
| Participant deferral / active EE | $11,250 | $8,103+38.8% | $7,760+45.0% | $6,712+67.6% |
| Admin fee / account holder | $242 | $12,406-98.0% | $10,767-97.8% | $11,409-97.9% |