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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 | $189,045 | $154,228+22.6% | $145,433+30.0% | $137,256+37.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 23.15% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $291 | $4,804-94.0% | $4,554-93.6% | $4,156-93.0% |
| Participant deferral / active EE | $5,596 | $8,216-31.9% | $7,897-29.1% | $6,407-12.7% |
| Admin fee / account holder | $27 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |