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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 | $184,558 | $183,516+0.6% | $155,534+18.7% | $145,884+26.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.91% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $707 | $5,315-86.7% | $4,675-84.9% | $4,662-84.8% |
| Participant deferral / active EE | $7,856 | $6,467+21.5% | $5,630+39.5% | $6,690+17.4% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |