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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 | $196,329 | $201,344-2.5% | $184,243+6.6% | $145,877+34.6% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 11.23% | 29.01%-17.8pp | 28.82%-17.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,196 | $7,022-83.0% | $6,427-81.4% | $4,663-74.3% |
| Participant deferral / active EE | $3,240 | $9,807-67.0% | $9,132-64.5% | $6,691-51.6% |
| Admin fee / account holder | $7 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |