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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 | $169,180 | $181,062-6.6% | $158,223+6.9% | $155,188+9.0% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 20.05% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $671 | $4,565-85.3% | $4,109-83.7% | $4,248-84.2% |
| Participant deferral / active EE | $5,393 | $6,134-12.1% | $5,467-1.3% | $6,531-17.4% |
| Admin fee / account holder | $24 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |