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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 | $165,993 | $115,810+43.3% | $101,271+63.9% | $158,966+4.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 27.62% | 56.15%-28.5pp | 46.48%-18.9pp | 302.95%-275.3pp |
| Employer contribution / active EE | $232 | $4,175-94.4% | $3,660-93.7% | $4,762-95.1% |
| Participant deferral / active EE | $4,770 | $4,958-3.8% | $4,371+9.1% | $5,983-20.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |