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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 | $212,468 | $115,225+84.4% | $100,712+111.0% | $138,895+53.0% |
| Participation rate | 13.3% | 74.3%-61.0pp | 69.3%-55.9pp | 79.9%-66.6pp |
| Annual return | 17.16% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $384 | $2,771-86.1% | $2,313-83.4% | $4,194-90.8% |
| Participant deferral / active EE | $3,907 | $4,699-16.9% | $4,085-4.4% | $6,396-38.9% |
| Admin fee / account holder | $24 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |