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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 | $201,555 | $198,457+1.6% | $170,435+18.3% | $147,586+36.6% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 24.03% | 257.30%-233.3pp | 205.94%-181.9pp | 578.59%-554.6pp |
| Employer contribution / active EE | $789 | $6,183-87.2% | $5,432-85.5% | $4,876-83.8% |
| Participant deferral / active EE | $2,843 | $5,629-49.5% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |