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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 | $134,817+13.0% | $123,973+22.9% | $155,188-1.8% |
| Participation rate | 18.2% | 79.4%-61.2pp | 76.7%-58.5pp | 80.8%-62.6pp |
| Annual return | 21.89% | 515.49%-493.6pp | 388.13%-366.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $450 | $4,425-89.8% | $4,126-89.1% | $4,248-89.4% |
| Participant deferral / active EE | $1,871 | $5,706-67.2% | $5,247-64.3% | $6,531-71.3% |
| Admin fee / account holder | $60 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |