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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 | $231,415 | $115,810+99.8% | $101,271+128.5% | $158,966+45.6% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 16.22% | 56.15%-39.9pp | 46.48%-30.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $508 | $4,175-87.8% | $3,660-86.1% | $4,762-89.3% |
| Participant deferral / active EE | $2,649 | $4,958-46.6% | $4,371-39.4% | $5,983-55.7% |
| Admin fee / account holder | $8 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |