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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 | $246,549 | $197,603+24.8% | $177,827+38.6% | $158,950+55.1% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 13.54% | 58.76%-45.2pp | 48.32%-34.8pp | 302.91%-289.4pp |
| Employer contribution / active EE | $629 | $6,698-90.6% | $5,918-89.4% | $4,762-86.8% |
| Participant deferral / active EE | $4,443 | $8,404-47.1% | $7,713-42.4% | $5,983-25.7% |
| Admin fee / account holder | $60 | $15,402-99.6% | $12,429-99.5% | $11,248-99.5% |