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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 | $184,575 | $118,708+55.5% | $98,920+86.6% | $158,966+16.1% |
| Participation rate | 46.7% | 77.8%-31.2pp | 76.0%-29.4pp | 82.0%-35.3pp |
| Annual return | 30.36% | 372.49%-342.1pp | 196.47%-166.1pp | 302.95%-272.6pp |
| Employer contribution / active EE | $328 | $3,334-90.2% | $2,689-87.8% | $4,762-93.1% |
| Participant deferral / active EE | $4,542 | $5,089-10.8% | $4,245+7.0% | $5,983-24.1% |
| Admin fee / account holder | $134 | $10,134-98.7% | $6,643-98.0% | $11,250-98.8% |