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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 | $155,096 | $198,457-21.8% | $170,435-9.0% | $147,586+5.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.03% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $320 | $6,183-94.8% | $5,432-94.1% | $4,876-93.4% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |