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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 | $146,459 | $148,558-1.4% | $135,925+7.7% | $139,427+5.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 20.28% | 79.22%-58.9pp | 68.25%-48.0pp | 373.27%-353.0pp |
| Employer contribution / active EE | $550 | $5,244-89.5% | $4,857-88.7% | $4,752-88.4% |
| Participant deferral / active EE | $5,625 | $8,101-30.6% | $7,759-27.5% | $6,711-16.2% |
| Admin fee / account holder | $20 | $12,401-99.8% | $10,764-99.8% | $11,404-99.8% |