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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 | $165,369 | $106,918+54.7% | $84,021+96.8% | $152,897+8.2% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 25.82% | 105.01%-79.2pp | 71.32%-45.5pp | 345.43%-319.6pp |
| Employer contribution / active EE | $308 | $2,735-88.8% | $1,984-84.5% | $4,764-93.5% |
| Participant deferral / active EE | $4,101 | $4,012+2.2% | $3,239+26.6% | $5,851-29.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |