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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 | $190,812 | $197,625-3.4% | $177,840+7.3% | $158,966+20.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.52% | 58.76%-45.2pp | 48.32%-34.8pp | 302.95%-289.4pp |
| Employer contribution / active EE | $440 | $6,698-93.4% | $5,919-92.6% | $4,762-90.8% |
| Participant deferral / active EE | $4,322 | $8,405-48.6% | $7,714-44.0% | $5,983-27.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |