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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 | $208,424 | $114,119+82.6% | $107,187+94.4% | $138,895+50.1% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 19.59% | 273.21%-253.6pp | 204.55%-185.0pp | 145.39%-125.8pp |
| Employer contribution / active EE | $228 | $4,059-94.4% | $3,782-94.0% | $4,194-94.6% |
| Participant deferral / active EE | $2,075 | $5,538-62.5% | $5,096-59.3% | $6,396-67.6% |
| Admin fee / account holder | $7 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |