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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 | $176,065 | $129,737+35.7% | $119,126+47.8% | $154,746+13.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 14.35% | 379.08%-364.7pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $588 | $4,375-86.6% | $4,034-85.4% | $4,379-86.6% |
| Participant deferral / active EE | $4,687 | $5,842-19.8% | $5,318-11.9% | $6,730-30.4% |
| Admin fee / account holder | $3 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |