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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 | $229,775 | $209,336+9.8% | $197,124+16.6% | $137,256+67.4% |
| Participation rate | 52.6% | 87.3%-34.7pp | 86.7%-34.1pp | 80.0%-27.3pp |
| Annual return | 13.46% | 48.09%-34.6pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,204 | $6,591-81.7% | $6,227-80.7% | $4,156-71.0% |
| Participant deferral / active EE | $3,231 | $9,614-66.4% | $9,135-64.6% | $6,407-49.6% |
| Admin fee / account holder | $10 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |