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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 | $210,130 | $183,592+14.5% | $155,574+35.1% | $145,877+44.0% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 14.21% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $459 | $5,317-91.4% | $4,676-90.2% | $4,663-90.2% |
| Participant deferral / active EE | $3,334 | $6,466-48.4% | $5,629-40.8% | $6,691-50.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |