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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 | $174,379+17.4% | $152,093+34.6% | $138,895+47.4% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 18.00% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $640 | $4,652-86.2% | $4,175-84.7% | $4,194-84.7% |
| Participant deferral / active EE | $2,634 | $6,159-57.2% | $5,451-51.7% | $6,396-58.8% |
| Admin fee / account holder | $40 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |