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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 | $153,526 | $112,131+36.9% | $95,964+60.0% | $158,982-3.4% |
| Participation rate | 47.6% | 79.0%-31.4pp | 77.1%-29.5pp | 82.0%-34.3pp |
| Annual return | 24.27% | 171.19%-146.9pp | 91.64%-67.4pp | 302.99%-278.7pp |
| Employer contribution / active EE | $453 | $3,199-85.8% | $2,541-82.2% | $4,763-90.5% |
| Participant deferral / active EE | $2,306 | $4,784-51.8% | $4,167-44.6% | $5,983-61.5% |
| Admin fee / account holder | $7 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |