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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 | $207,043 | $148,582+39.3% | $135,942+52.3% | $139,456+48.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.02% | 79.26%-62.2pp | 68.28%-51.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $600 | $5,245-88.6% | $4,858-87.6% | $4,753-87.4% |
| Participant deferral / active EE | $8,400 | $8,101+3.7% | $7,759+8.3% | $6,711+25.2% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |