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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 | $234,288 | $172,111+36.1% | $150,298+55.9% | $137,256+70.7% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 13.21% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $611 | $4,636-86.8% | $4,154-85.3% | $4,156-85.3% |
| Participant deferral / active EE | $4,033 | $6,166-34.6% | $5,453-26.0% | $6,407-37.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |