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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 | $150,830 | $107,368+40.5% | $92,915+62.3% | $152,909-1.4% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.5%-23.6pp |
| Annual return | 21.85% | 145.64%-123.8pp | 109.45%-87.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $565 | $4,222-86.6% | $3,653-84.5% | $4,764-88.1% |
| Participant deferral / active EE | $11,375 | $4,848+134.6% | $4,238+168.4% | $5,851+94.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |