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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 | $186,177 | $183,516+1.4% | $155,534+19.7% | $145,884+27.6% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 29.67% | 61.43%-31.8pp | 64.92%-35.2pp | 551.85%-522.2pp |
| Employer contribution / active EE | $818 | $5,315-84.6% | $4,675-82.5% | $4,662-82.5% |
| Participant deferral / active EE | $4,640 | $6,467-28.2% | $5,630-17.6% | $6,690-30.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |