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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 | $157,012 | $106,267+47.8% | $96,520+62.7% | $139,456+12.6% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | 24.36% | 38.45%-14.1pp | 35.72%-11.4pp | 373.45%-349.1pp |
| Employer contribution / active EE | $318 | $4,105-92.3% | $3,739-91.5% | $4,753-93.3% |
| Participant deferral / active EE | $2,813 | $5,454-48.4% | $4,879-42.4% | $6,711-58.1% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |