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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 | $155,239 | $148,623+4.5% | $135,974+14.2% | $139,466+11.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.74% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $835 | $5,246-84.1% | $4,859-82.8% | $4,754-82.4% |
| Participant deferral / active EE | $6,334 | $8,103-21.8% | $7,760-18.4% | $6,712-5.6% |
| Admin fee / account holder | $22 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |