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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 | $152,324 | $129,737+17.4% | $119,126+27.9% | $154,746-1.6% |
| Participation rate | 18.2% | 78.9%-60.7pp | 75.8%-57.6pp | 80.7%-62.5pp |
| Annual return | 21.89% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $450 | $4,375-89.7% | $4,034-88.8% | $4,379-89.7% |
| Participant deferral / active EE | $1,871 | $5,842-68.0% | $5,318-64.8% | $6,730-72.2% |
| Admin fee / account holder | $60 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |