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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 | $223,118 | $148,582+50.2% | $135,942+64.1% | $139,456+60.0% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.2pp | 80.3%-33.7pp |
| Annual return | 24.90% | 79.26%-54.4pp | 68.28%-43.4pp | 373.45%-348.5pp |
| Employer contribution / active EE | $903 | $5,245-82.8% | $4,858-81.4% | $4,753-81.0% |
| Participant deferral / active EE | $6,917 | $8,101-14.6% | $7,759-10.9% | $6,711+3.1% |
| Admin fee / account holder | $9 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |