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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 | $217,570 | $165,399+31.5% | $149,745+45.3% | $158,982+36.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.60% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $720 | $5,105-85.9% | $4,646-84.5% | $4,763-84.9% |
| Participant deferral / active EE | $3,600 | $7,183-49.9% | $6,843-47.4% | $5,983-39.8% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |