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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 | $161,422 | $110,410+46.2% | $102,437+57.6% | $145,897+10.6% |
| Participation rate | 5.3% | 77.9%-72.7pp | 74.5%-69.2pp | 80.3%-75.0pp |
| Annual return | 14.06% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $404 | $4,217-90.4% | $3,871-89.6% | $4,663-91.3% |
| Participant deferral / active EE | $2,139 | $5,622-62.0% | $5,060-57.7% | $6,689-68.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |