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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 | $142,912 | $148,629-3.8% | $135,982+5.1% | $139,487+2.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 16.79% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $957 | $5,247-81.8% | $4,859-80.3% | $4,755-79.9% |
| Participant deferral / active EE | $6,115 | $8,102-24.5% | $7,760-21.2% | $6,713-8.9% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |