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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 | $156,398+58.5% | $147,318+68.3% | $138,895+78.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 22.32% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $300 | $4,853-93.8% | $4,593-93.5% | $4,194-92.8% |
| Participant deferral / active EE | $3,194 | $8,237-61.2% | $7,906-59.6% | $6,396-50.1% |
| Admin fee / account holder | $120 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |