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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 | $154,228-39.4% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 33.46% | 74.59%-41.1pp | 66.58%-33.1pp | 220.34%-186.9pp |
| Employer contribution / active EE | $360 | $4,804-92.5% | $4,554-92.1% | $4,156-91.3% |
| Participant deferral / active EE | $9,750 | $8,216+18.7% | $7,897+23.5% | $6,407+52.2% |
| Admin fee / account holder | $247 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |