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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 | $243,547 | $160,028+52.2% | $147,080+65.6% | $145,884+66.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.20% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $725 | $5,286-86.3% | $4,933-85.3% | $4,662-84.4% |
| Participant deferral / active EE | $6,323 | $8,422-24.9% | $8,066-21.6% | $6,690-5.5% |
| Admin fee / account holder | $50 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |