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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 | $153,781 | $117,846+30.5% | $102,434+50.1% | $145,884+5.4% |
| Participation rate | 17.6% | 78.6%-61.0pp | 76.5%-58.9pp | 80.3%-62.7pp |
| Annual return | 16.86% | 31.90%-15.0pp | 29.46%-12.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $422 | $3,615-88.3% | $3,023-86.0% | $4,662-90.9% |
| Participant deferral / active EE | $2,705 | $5,733-52.8% | $5,055-46.5% | $6,690-59.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |