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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 | $218,485 | $148,629+47.0% | $135,982+60.7% | $139,487+56.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.63% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.2pp |
| Employer contribution / active EE | $894 | $5,247-83.0% | $4,859-81.6% | $4,755-81.2% |
| Participant deferral / active EE | $6,200 | $8,102-23.5% | $7,760-20.1% | $6,713-7.6% |
| Admin fee / account holder | $166 | $12,406-98.7% | $10,767-98.5% | $11,407-98.5% |