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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 | $224,246 | $154,193+45.4% | $130,045+72.4% | $139,466+60.8% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 19.78% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $510 | $5,292-90.4% | $4,321-88.2% | $4,754-89.3% |
| Participant deferral / active EE | $17,871 | $6,709+166.4% | $5,820+207.1% | $6,712+166.3% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |