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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 | $202,940 | $127,387+59.3% | $115,038+76.4% | $125,389+61.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.61% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $668 | $5,166-87.1% | $4,608-85.5% | $4,866-86.3% |
| Participant deferral / active EE | $8,639 | $6,423+34.5% | $6,026+43.4% | $5,352+61.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |