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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 | $218,762 | $181,896+20.3% | $156,551+39.7% | $273,972-20.2% |
| Participation rate | 11.1% | 88.4%-77.3pp | 84.0%-72.9pp | 83.0%-71.9pp |
| Annual return | 3.96% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $578 | $6,248-90.8% | $5,501-89.5% | $4,869-88.1% |
| Participant deferral / active EE | $2,458 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |