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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 | $212,749 | $148,582+43.2% | $135,942+56.5% | $139,456+52.6% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 16.93% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $240 | $5,245-95.4% | $4,858-95.1% | $4,753-95.0% |
| Participant deferral / active EE | $6,000 | $8,101-25.9% | $7,759-22.7% | $6,711-10.6% |
| Admin fee / account holder | $114 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |