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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 | $110,078 | $86,288+27.6% | $111,306-1.1% | $85,851+28.2% |
| Participation rate | 41.9% | 73.3%-31.4pp | 77.3%-35.4pp | 69.3%-27.4pp |
| Annual return | 29.81% | 19.99%+9.8pp | 54.67%-24.9pp | 318.63%-288.8pp |
| Employer contribution / active EE | $405 | $2,044-80.2% | $2,732-85.2% | $2,565-84.2% |
| Participant deferral / active EE | $2,810 | $3,641-22.8% | $4,488-37.4% | $3,952-28.9% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |