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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 | $138,050 | $111,535+23.8% | $105,223+31.2% | $137,256+0.6% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 17.39% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $564 | $3,939-85.7% | $3,689-84.7% | $4,156-86.4% |
| Participant deferral / active EE | $6,805 | $5,500+23.7% | $5,072+34.2% | $6,407+6.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |