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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 | $183,879 | $183,539+0.2% | $155,556+18.2% | $145,897+26.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.61% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $660 | $5,315-87.6% | $4,675-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $10,321 | $6,467+59.6% | $5,631+83.3% | $6,689+54.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |