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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 | $229,248 | $201,370+13.8% | $184,256+24.4% | $145,897+57.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.18% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $227 | $7,024-96.8% | $6,427-96.5% | $4,663-95.1% |
| Participant deferral / active EE | $12,246 | $9,808+24.9% | $9,133+34.1% | $6,689+83.1% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |