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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 | $152,533 | $114,119+33.7% | $107,187+42.3% | $138,895+9.8% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 13.68% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $619 | $4,059-84.8% | $3,782-83.6% | $4,194-85.3% |
| Participant deferral / active EE | $3,494 | $5,538-36.9% | $5,096-31.4% | $6,396-45.4% |
| Admin fee / account holder | $38 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |