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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 | $175,558 | $166,242+5.6% | $165,071+6.4% | $145,884+20.3% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | 12.77% | 100.44%-87.7pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $675 | $5,283-87.2% | $4,347-84.5% | $4,662-85.5% |
| Participant deferral / active EE | $5,015 | $6,964-28.0% | $6,035-16.9% | $6,690-25.0% |
| Admin fee / account holder | $86 | $16,658-99.5% | $12,695-99.3% | $13,392-99.4% |