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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 | $219,454 | $201,264+9.0% | $184,185+19.1% | $145,978+50.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.98% | 29.00%-13.0pp | 28.81%-12.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $800 | $7,021-88.6% | $6,426-87.5% | $4,662-82.8% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |