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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 | $181,062-37.7% | $158,223-28.7% | $155,188-27.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.97% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $651 | $4,565-85.7% | $4,109-84.2% | $4,248-84.7% |
| Participant deferral / active EE | $8,056 | $6,134+31.3% | $5,467+47.4% | $6,531+23.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |