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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 | $164,695 | $184,014-10.5% | $161,149+2.2% | $138,895+18.6% |
| Participation rate | 58.8% | 82.1%-23.3pp | 78.8%-20.0pp | 79.9%-21.1pp |
| Annual return | 15.75% | 21.52%-5.8pp | 21.16%-5.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $471 | $5,055-90.7% | $4,360-89.2% | $4,194-88.8% |
| Participant deferral / active EE | $4,773 | $6,909-30.9% | $6,153-22.4% | $6,396-25.4% |
| Admin fee / account holder | $1 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |