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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 | $172,111-34.5% | $150,298-25.0% | $137,256-17.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.97% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $651 | $4,636-86.0% | $4,154-84.3% | $4,156-84.3% |
| Participant deferral / active EE | $8,056 | $6,166+30.7% | $5,453+47.7% | $6,407+25.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |