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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 | $174,374 | $183,539-5.0% | $155,556+12.1% | $145,897+19.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.82% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $815 | $5,315-84.7% | $4,675-82.6% | $4,663-82.5% |
| Participant deferral / active EE | $2,578 | $6,467-60.1% | $5,631-54.2% | $6,689-61.5% |
| Admin fee / account holder | $78 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |