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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 | $184,014-4.7% | $161,149+8.9% | $138,895+26.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 10.59% | 21.52%-10.9pp | 21.16%-10.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,024 | $5,055-79.7% | $4,360-76.5% | $4,194-75.6% |
| Participant deferral / active EE | $2,275 | $6,909-67.1% | $6,153-63.0% | $6,396-64.4% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |