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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 | $185,312+6.2% | $161,489+21.8% | $154,746+27.1% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.7%-64.4pp | 80.7%-66.4pp |
| Annual return | 17.74% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $75 | $4,769-98.4% | $4,268-98.2% | $4,379-98.3% |
| Participant deferral / active EE | $2,925 | $6,350-53.9% | $5,630-48.0% | $6,730-56.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |