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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 | $237,659 | $209,425+13.5% | $178,499+33.1% | $158,966+49.5% |
| Participation rate | 68.4% | 86.4%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 11.77% | 188.80%-177.0pp | 151.10%-139.3pp | 302.95%-291.2pp |
| Employer contribution / active EE | $939 | $5,707-83.5% | $5,011-81.3% | $4,762-80.3% |
| Participant deferral / active EE | $4,747 | $5,955-20.3% | $5,202-8.7% | $5,983-20.7% |
| Admin fee / account holder | $30 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |