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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 | $215,842 | $181,896+18.7% | $156,551+37.9% | $273,972-21.2% |
| Participation rate | 11.1% | 88.4%-77.3pp | 84.0%-72.9pp | 83.0%-71.9pp |
| Annual return | 8.10% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,156 | $6,248-81.5% | $5,501-79.0% | $4,869-76.3% |
| Participant deferral / active EE | $2,567 | $5,550-53.8% | $4,871-47.3% | $5,287-51.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |