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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 | $205,047 | $183,516+11.7% | $155,534+31.8% | $145,884+40.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.30% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $552 | $5,315-89.6% | $4,675-88.2% | $4,662-88.2% |
| Participant deferral / active EE | $10,717 | $6,467+65.7% | $5,630+90.3% | $6,690+60.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |