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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 | $174,379+13.9% | $152,093+30.6% | $138,895+43.0% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 18.68% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $837 | $4,652-82.0% | $4,175-79.9% | $4,194-80.0% |
| Participant deferral / active EE | $2,442 | $6,159-60.3% | $5,451-55.2% | $6,396-61.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |