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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 | $174,090 | $165,361+5.3% | $149,715+16.3% | $158,950+9.5% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 20.43% | 348.24%-327.8pp | 276.66%-256.2pp | 302.91%-282.5pp |
| Employer contribution / active EE | $300 | $5,103-94.1% | $4,645-93.5% | $4,762-93.7% |
| Participant deferral / active EE | $8,176 | $7,182+13.9% | $6,842+19.5% | $5,983+36.7% |
| Admin fee / account holder | $6 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |