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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 | $209,661 | $157,829+32.8% | $136,867+53.2% | $198,609+5.6% |
| Participation rate | 26.7% | 77.2%-50.5pp | 74.5%-47.9pp | 82.4%-55.7pp |
| Annual return | 16.17% | 51.25%-35.1pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $592 | $3,923-84.9% | $3,547-83.3% | $5,055-88.3% |
| Participant deferral / active EE | $4,645 | $5,463-15.0% | $4,924-5.7% | $6,977-33.4% |
| Admin fee / account holder | $30 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |