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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 | $43,468 | $165,381-73.7% | $149,730-71.0% | $158,966-72.7% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 13.47% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $656 | $5,104-87.1% | $4,645-85.9% | $4,762-86.2% |
| Participant deferral / active EE | $6,533 | $7,182-9.0% | $6,843-4.5% | $5,983+9.2% |
| Admin fee / account holder | $146 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |