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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 | $159,829 | $150,207+6.4% | $120,380+32.8% | $145,978+9.5% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.5pp | 80.3%-41.8pp |
| Annual return | 14.96% | 154.28%-139.3pp | 107.28%-92.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $397 | $4,351-90.9% | $3,465-88.6% | $4,662-91.5% |
| Participant deferral / active EE | $2,794 | $6,175-54.7% | $4,992-44.0% | $6,690-58.2% |
| Admin fee / account holder | $16 | $12,203-99.9% | $9,421-99.8% | $13,400-99.9% |