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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 | $171,289 | $156,398+9.5% | $147,318+16.3% | $138,895+23.3% |
| Participation rate | 29.4% | 83.8%-54.3pp | 82.1%-52.7pp | 79.9%-50.5pp |
| Annual return | 16.94% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $908 | $4,853-81.3% | $4,593-80.2% | $4,194-78.4% |
| Participant deferral / active EE | $4,271 | $8,237-48.2% | $7,906-46.0% | $6,396-33.2% |
| Admin fee / account holder | $41 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |