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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 | $234,817 | $110,337+112.8% | $102,383+129.4% | $145,877+61.0% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 16.42% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $397 | $4,216-90.6% | $3,870-89.7% | $4,663-91.5% |
| Participant deferral / active EE | $3,634 | $5,621-35.3% | $5,060-28.2% | $6,691-45.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |