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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 | $116,973 | $114,119+2.5% | $107,187+9.1% | $138,895-15.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 22.76% | 273.21%-250.4pp | 204.55%-181.8pp | 145.39%-122.6pp |
| Employer contribution / active EE | $693 | $4,059-82.9% | $3,782-81.7% | $4,194-83.5% |
| Participant deferral / active EE | $11,750 | $5,538+112.2% | $5,096+130.6% | $6,396+83.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |