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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 | $222,627 | $115,810+92.2% | $101,271+119.8% | $158,966+40.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 13.11% | 56.15%-43.0pp | 46.48%-33.4pp | 302.95%-289.8pp |
| Employer contribution / active EE | $540 | $4,175-87.1% | $3,660-85.3% | $4,762-88.7% |
| Participant deferral / active EE | $7,200 | $4,958+45.2% | $4,371+64.7% | $5,983+20.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |