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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 | $221,244 | $167,352+32.2% | $143,788+53.9% | $134,509+64.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.84% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $709 | $5,620-87.4% | $4,952-85.7% | $4,741-85.0% |
| Participant deferral / active EE | $6,983 | $6,447+8.3% | $5,638+23.9% | $6,400+9.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |