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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 | $232,074 | $183,539+26.4% | $155,556+49.2% | $145,897+59.1% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.83% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $503 | $5,315-90.5% | $4,675-89.2% | $4,663-89.2% |
| Participant deferral / active EE | $2,017 | $6,467-68.8% | $5,631-64.2% | $6,689-69.8% |
| Admin fee / account holder | $30 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |