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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 | $58,481 | $209,336-72.1% | $197,124-70.3% | $137,256-57.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 36.85% | 48.09%-11.2pp | 44.34%-7.5pp | 220.34%-183.5pp |
| Employer contribution / active EE | $947 | $6,591-85.6% | $6,227-84.8% | $4,156-77.2% |
| Participant deferral / active EE | $10,488 | $9,614+9.1% | $9,135+14.8% | $6,407+63.7% |
| Admin fee / account holder | $246 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |