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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 | $183,516-8.8% | $155,534+7.6% | $145,884+14.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.29% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $918 | $5,315-82.7% | $4,675-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $9,138 | $6,467+41.3% | $5,630+62.3% | $6,690+36.6% |
| Admin fee / account holder | $77 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |