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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 | $247,911 | $154,228+60.7% | $145,433+70.5% | $137,256+80.6% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 22.32% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $300 | $4,804-93.8% | $4,554-93.4% | $4,156-92.8% |
| Participant deferral / active EE | $3,194 | $8,216-61.1% | $7,897-59.6% | $6,407-50.2% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |