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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 | $149,263 | $134,817+10.7% | $123,973+20.4% | $155,188-3.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.7%-56.7pp | 80.8%-60.8pp |
| Annual return | 15.19% | 515.49%-500.3pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $857 | $4,425-80.6% | $4,126-79.2% | $4,248-79.8% |
| Participant deferral / active EE | $2,865 | $5,706-49.8% | $5,247-45.4% | $6,531-56.1% |
| Admin fee / account holder | $92 | $13,245-99.3% | $11,799-99.2% | $14,480-99.4% |