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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 | $184,543 | $176,120+4.8% | $159,487+15.7% | $167,553+10.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.62% | 331.95%-315.3pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $499 | $5,299-90.6% | $4,831-89.7% | $4,840-89.7% |
| Participant deferral / active EE | $14,840 | $7,752+91.4% | $7,354+101.8% | $6,343+134.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |