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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 | $157,773 | $148,623+6.2% | $135,974+16.0% | $139,466+13.1% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 24.27% | 79.30%-55.0pp | 68.30%-44.0pp | 373.66%-349.4pp |
| Employer contribution / active EE | $493 | $5,246-90.6% | $4,859-89.9% | $4,754-89.6% |
| Participant deferral / active EE | $2,530 | $8,103-68.8% | $7,760-67.4% | $6,712-62.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |