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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 | $198,639 | $183,592+8.2% | $155,567+27.7% | $145,959+36.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.52% | 61.24%-43.7pp | 64.74%-47.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $112 | $5,315-97.9% | $4,674-97.6% | $4,661-97.6% |
| Participant deferral / active EE | $2,520 | $6,464-61.0% | $5,628-55.2% | $6,689-62.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |