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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 | $146,766 | $154,228-4.8% | $145,433+0.9% | $137,256+6.9% |
| Participation rate | 21.1% | 83.8%-62.7pp | 82.1%-61.1pp | 80.0%-58.9pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $523 | $4,804-89.1% | $4,554-88.5% | $4,156-87.4% |
| Participant deferral / active EE | $3,556 | $8,216-56.7% | $7,897-55.0% | $6,407-44.5% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |