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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 | $143,159 | $111,787+28.1% | $93,681+52.8% | $145,978-1.9% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 17.40% | 203.52%-186.1pp | 133.47%-116.1pp | 550.52%-533.1pp |
| Employer contribution / active EE | $504 | $3,093-83.7% | $2,422-79.2% | $4,662-89.2% |
| Participant deferral / active EE | $1,509 | $4,918-69.3% | $4,415-65.8% | $6,690-77.4% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,290-99.9% | $13,400-99.9% |