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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 | $125,322 | $154,228-18.7% | $145,433-13.8% | $137,256-8.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 22.84% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $440 | $4,804-90.8% | $4,554-90.3% | $4,156-89.4% |
| Participant deferral / active EE | $9,170 | $8,216+11.6% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $145 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |