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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 | $176,955 | $165,381+7.0% | $149,730+18.2% | $158,966+11.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.90% | 348.29%-331.4pp | 276.70%-259.8pp | 302.95%-286.1pp |
| Employer contribution / active EE | $416 | $5,104-91.8% | $4,645-91.0% | $4,762-91.3% |
| Participant deferral / active EE | $3,360 | $7,182-53.2% | $6,843-50.9% | $5,983-43.8% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |