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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 | $110,410+112.7% | $102,437+129.2% | $145,897+60.9% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 16.42% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $397 | $4,217-90.6% | $3,871-89.7% | $4,663-91.5% |
| Participant deferral / active EE | $3,634 | $5,622-35.4% | $5,060-28.2% | $6,689-45.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |