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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 | $240,769 | $148,623+62.0% | $135,974+77.1% | $139,466+72.6% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 17.51% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $536 | $5,246-89.8% | $4,859-89.0% | $4,754-88.7% |
| Participant deferral / active EE | $4,286 | $8,103-47.1% | $7,760-44.8% | $6,712-36.1% |
| Admin fee / account holder | $133 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |