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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 | $238,308 | $152,592+56.2% | $125,180+90.4% | $152,885+55.9% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 26.02% | 54.84%-28.8pp | 43.79%-17.8pp | 345.39%-319.4pp |
| Employer contribution / active EE | $729 | $4,947-85.3% | $3,866-81.1% | $4,763-84.7% |
| Participant deferral / active EE | $3,629 | $5,868-38.2% | $4,937-26.5% | $5,851-38.0% |
| Admin fee / account holder | $31 | $13,435-99.8% | $9,703-99.7% | $11,598-99.7% |