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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 | $99,244 | $166,268-40.3% | $165,100-39.9% | $145,897-32.0% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 226.58% | 100.52%+126.1pp | 70.21%+156.4pp | 552.29%-325.7pp |
| Employer contribution / active EE | $921 | $5,284-82.6% | $4,348-78.8% | $4,663-80.2% |
| Participant deferral / active EE | $2,194 | $6,964-68.5% | $6,035-63.7% | $6,689-67.2% |
| Admin fee / account holder | $87 | $16,659-99.5% | $12,696-99.3% | $13,390-99.4% |