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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 | $205,163 | $129,737+58.1% | $119,126+72.2% | $154,746+32.6% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 14.63% | 379.08%-364.4pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $544 | $4,375-87.6% | $4,034-86.5% | $4,379-87.6% |
| Participant deferral / active EE | $3,998 | $5,842-31.6% | $5,318-24.8% | $6,730-40.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |