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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 | $176,968 | $134,817+31.3% | $123,973+42.7% | $155,188+14.0% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.7%-48.1pp | 80.8%-52.2pp |
| Annual return | 18.55% | 515.49%-496.9pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $800 | $4,425-81.9% | $4,126-80.6% | $4,248-81.2% |
| Participant deferral / active EE | $5,576 | $5,706-2.3% | $5,247+6.3% | $6,531-14.6% |
| Admin fee / account holder | $60 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |