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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 | $198,961 | $196,972+1.0% | $182,262+9.2% | $198,609+0.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.83% | 158.27%-144.4pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $743 | $5,364-86.1% | $5,046-85.3% | $5,055-85.3% |
| Participant deferral / active EE | $7,430 | $8,643-14.0% | $8,276-10.2% | $6,977+6.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |