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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 | $129,737+36.4% | $119,126+48.6% | $154,746+14.4% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 18.55% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $800 | $4,375-81.7% | $4,034-80.2% | $4,379-81.7% |
| Participant deferral / active EE | $5,576 | $5,842-4.5% | $5,318+4.9% | $6,730-17.1% |
| Admin fee / account holder | $60 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |