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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 | $159,945 | $108,882+46.9% | $96,754+65.3% | $154,746+3.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 11.13% | 98.39%-87.3pp | 82.04%-70.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $278 | $3,018-90.8% | $2,679-89.6% | $4,379-93.7% |
| Participant deferral / active EE | $1,574 | $5,323-70.4% | $4,758-66.9% | $6,730-76.6% |
| Admin fee / account holder | $29 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |