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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 | $213,380 | $201,259+6.0% | $184,200+15.8% | $145,959+46.2% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 11.99% | 28.98%-17.0pp | 28.80%-16.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $960 | $7,018-86.3% | $6,424-85.1% | $4,661-79.4% |
| Participant deferral / active EE | $3,120 | $9,806-68.2% | $9,132-65.8% | $6,689-53.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |