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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 | $167,386 | $183,592-8.8% | $155,567+7.6% | $145,959+14.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 10.29% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.7pp |
| Employer contribution / active EE | $918 | $5,315-82.7% | $4,674-80.4% | $4,661-80.3% |
| Participant deferral / active EE | $9,138 | $6,464+41.4% | $5,628+62.4% | $6,689+36.6% |
| Admin fee / account holder | $77 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |