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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 | $175,430 | $213,785-17.9% | $185,441-5.4% | $155,188+13.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 10.59% | 19.97%-9.4pp | 20.16%-9.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,024 | $5,393-81.0% | $4,672-78.1% | $4,248-75.9% |
| Participant deferral / active EE | $2,275 | $6,864-66.9% | $6,152-63.0% | $6,531-65.2% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |