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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 | $204,806 | $198,457+3.2% | $170,435+20.2% | $147,586+38.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 16.45% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $834 | $6,183-86.5% | $5,432-84.7% | $4,876-82.9% |
| Participant deferral / active EE | $3,192 | $5,629-43.3% | $4,939-35.4% | $5,439-41.3% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |