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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 | $112,751 | $227,399-50.4% | $189,758-40.6% | $198,609-43.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 17.97% | 61.03%-43.1pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $651 | $5,526-88.2% | $4,767-86.4% | $5,055-87.1% |
| Participant deferral / active EE | $8,056 | $6,837+17.8% | $5,856+37.6% | $6,977+15.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |