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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 | $232,416 | $183,592+26.6% | $155,574+49.4% | $145,877+59.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 108.20% | 61.37%+46.8pp | 64.87%+43.3pp | 551.28%-443.1pp |
| Employer contribution / active EE | $769 | $5,317-85.5% | $4,676-83.5% | $4,663-83.5% |
| Participant deferral / active EE | $1,913 | $6,466-70.4% | $5,629-66.0% | $6,691-71.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |