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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 | $165,417 | $165,3810% | $149,730+10.5% | $158,966+4.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.99% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $840 | $5,104-83.5% | $4,645-81.9% | $4,762-82.4% |
| Participant deferral / active EE | $2,953 | $7,182-58.9% | $6,843-56.8% | $5,983-50.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |