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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 | $199,623 | $150,412+32.7% | $120,574+65.6% | $145,884+36.8% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 18.15% | 154.50%-136.3pp | 107.42%-89.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $699 | $4,355-83.9% | $3,471-79.9% | $4,662-85.0% |
| Participant deferral / active EE | $6,268 | $6,175+1.5% | $4,996+25.5% | $6,690-6.3% |
| Admin fee / account holder | $40 | $12,224-99.7% | $9,445-99.6% | $13,392-99.7% |