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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 | $181,628 | $148,629+22.2% | $135,982+33.6% | $139,487+30.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.77% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,342 | $8,102-9.4% | $7,760-5.4% | $6,713+9.4% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |