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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 | $213,896 | $157,304+36.0% | $141,197+51.5% | $152,909+39.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 28.54% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $808 | $5,263-84.6% | $4,736-82.9% | $4,764-83.0% |
| Participant deferral / active EE | $4,208 | $7,111-40.8% | $6,710-37.3% | $5,851-28.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |