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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 | $93,389 | $162,136-42.4% | $152,301-38.7% | $154,746-39.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 33.46% | 91.02%-57.6pp | 80.50%-47.0pp | 172.34%-138.9pp |
| Employer contribution / active EE | $360 | $4,890-92.6% | $4,624-92.2% | $4,379-91.8% |
| Participant deferral / active EE | $9,750 | $8,341+16.9% | $8,004+21.8% | $6,730+44.9% |
| Admin fee / account holder | $247 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |