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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 | $121,749 | $108,882+11.8% | $96,754+25.8% | $154,746-21.3% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 18.32% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $315 | $3,018-89.6% | $2,679-88.3% | $4,379-92.8% |
| Participant deferral / active EE | $3,785 | $5,323-28.9% | $4,758-20.4% | $6,730-43.8% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |