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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 | $245,330 | $155,555+57.7% | $146,866+67.0% | $155,188+58.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 17.32% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,191 | $8,044+26.7% | $7,759+31.3% | $6,531+56.0% |
| Admin fee / account holder | $17 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |