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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 | $194,427 | $183,627+5.9% | $155,602+25.0% | $145,978+33.2% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 11.81% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $495 | $5,316-90.7% | $4,675-89.4% | $4,662-89.4% |
| Participant deferral / active EE | $2,200 | $6,466-66.0% | $5,629-60.9% | $6,690-67.1% |
| Admin fee / account holder | $17 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |