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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 | $197,662 | $157,276+25.7% | $141,177+40.0% | $152,885+29.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 26.51% | 64.33%-37.8pp | 71.40%-44.9pp | 345.39%-318.9pp |
| Employer contribution / active EE | $450 | $5,262-91.4% | $4,736-90.5% | $4,763-90.6% |
| Participant deferral / active EE | $7,125 | $7,110+0.2% | $6,710+6.2% | $5,851+21.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |