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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 | $129,297 | $111,535+15.9% | $105,223+22.9% | $137,256-5.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 21.46% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $540 | $3,939-86.3% | $3,689-85.4% | $4,156-87.0% |
| Participant deferral / active EE | $7,020 | $5,500+27.6% | $5,072+38.4% | $6,407+9.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |