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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 | $198,563 | $181,062+9.7% | $158,223+25.5% | $155,188+27.9% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 18.68% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $837 | $4,565-81.7% | $4,109-79.6% | $4,248-80.3% |
| Participant deferral / active EE | $2,442 | $6,134-60.2% | $5,467-55.3% | $6,531-62.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |