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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 | $204,781 | $181,062+13.1% | $158,223+29.4% | $155,188+32.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 18.00% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $640 | $4,565-86.0% | $4,109-84.4% | $4,248-84.9% |
| Participant deferral / active EE | $2,634 | $6,134-57.1% | $5,467-51.8% | $6,531-59.7% |
| Admin fee / account holder | $40 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |