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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 | $237,927 | $172,111+38.2% | $150,298+58.3% | $137,256+73.3% |
| Participation rate | 5.3% | 81.7%-76.5pp | 77.8%-72.5pp | 80.0%-74.7pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $293 | $4,636-93.7% | $4,154-92.9% | $4,156-93.0% |
| Participant deferral / active EE | $1,678 | $6,166-72.8% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |