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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 | $165,817 | $106,280+56.0% | $96,538+71.8% | $139,487+18.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 28.13% | 38.48%-10.4pp | 35.74%-7.6pp | 373.84%-345.7pp |
| Employer contribution / active EE | $450 | $4,107-89.0% | $3,740-88.0% | $4,755-90.5% |
| Participant deferral / active EE | $2,250 | $5,457-58.8% | $4,880-53.9% | $6,713-66.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |