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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 | $181,237 | $174,379+3.9% | $152,093+19.2% | $138,895+30.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.67% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $779 | $4,652-83.3% | $4,175-81.3% | $4,194-81.4% |
| Participant deferral / active EE | $5,795 | $6,159-5.9% | $5,451+6.3% | $6,396-9.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |