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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 | $150,860 | $125,237+20.5% | $105,608+42.8% | $145,877+3.4% |
| Participation rate | 56.3% | 77.7%-21.4pp | 75.3%-19.0pp | 80.3%-24.1pp |
| Annual return | 19.39% | 225.76%-206.4pp | 116.50%-97.1pp | 551.28%-531.9pp |
| Employer contribution / active EE | $305 | $3,720-91.8% | $3,167-90.4% | $4,663-93.5% |
| Participant deferral / active EE | $2,332 | $5,711-59.2% | $5,010-53.4% | $6,691-65.1% |
| Admin fee / account holder | $36 | $17,287-99.8% | $11,028-99.7% | $13,402-99.7% |