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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 | $152,735 | $111,535+36.9% | $105,223+45.2% | $137,256+11.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.98% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $467 | $3,939-88.2% | $3,689-87.3% | $4,156-88.8% |
| Participant deferral / active EE | $7,675 | $5,500+39.5% | $5,072+51.3% | $6,407+19.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |