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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 | $87,919 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 21.42% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $316 | $4,804-93.4% | $4,554-93.1% | $4,156-92.4% |
| Participant deferral / active EE | $7,908 | $8,216-3.7% | $7,897+0.1% | $6,407+23.4% |
| Admin fee / account holder | $90 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |