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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 | $225,755 | $115,810+94.9% | $101,271+122.9% | $158,966+42.0% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.8%-64.7pp | 82.0%-70.9pp |
| Annual return | 18.55% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $308 | $4,175-92.6% | $3,660-91.6% | $4,762-93.5% |
| Participant deferral / active EE | $2,167 | $4,958-56.3% | $4,371-50.4% | $5,983-63.8% |
| Admin fee / account holder | $60 | $7,248-99.2% | $5,948-99.0% | $11,250-99.5% |