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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 | $192,599 | $154,228+24.9% | $145,433+32.4% | $137,256+40.3% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 24.28% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,968 | $8,216-51.7% | $7,897-49.8% | $6,407-38.1% |
| Admin fee / account holder | $93 | $14,344-99.4% | $13,129-99.3% | $12,270-99.2% |