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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 | $196,729 | $174,379+12.8% | $152,093+29.3% | $138,895+41.6% |
| Participation rate | 14.3% | 81.6%-67.4pp | 77.8%-63.5pp | 79.9%-65.6pp |
| Annual return | 17.74% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $75 | $4,652-98.4% | $4,175-98.2% | $4,194-98.2% |
| Participant deferral / active EE | $2,925 | $6,159-52.5% | $5,451-46.3% | $6,396-54.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |