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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 | $237,431 | $114,119+108.1% | $107,187+121.5% | $138,895+70.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 18.05% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $832 | $4,059-79.5% | $3,782-78.0% | $4,194-80.2% |
| Participant deferral / active EE | $7,072 | $5,538+27.7% | $5,096+38.8% | $6,396+10.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |