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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 | $188,614 | $160,028+17.9% | $147,080+28.2% | $145,884+29.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 13.04% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $465 | $5,286-91.2% | $4,933-90.6% | $4,662-90.0% |
| Participant deferral / active EE | $2,875 | $8,422-65.9% | $8,066-64.4% | $6,690-57.0% |
| Admin fee / account holder | $17 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |