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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 | $210,663 | $129,737+62.4% | $119,126+76.8% | $154,746+36.1% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 15.62% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $720 | $4,375-83.5% | $4,034-82.1% | $4,379-83.6% |
| Participant deferral / active EE | $4,015 | $5,842-31.3% | $5,318-24.5% | $6,730-40.3% |
| Admin fee / account holder | $17 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |