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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 | $58,464 | $198,457-70.5% | $170,435-65.7% | $147,586-60.4% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 24.52% | 257.30%-232.8pp | 205.94%-181.4pp | 578.59%-554.1pp |
| Employer contribution / active EE | $1,163 | $6,183-81.2% | $5,432-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $5,889 | $5,629+4.6% | $4,939+19.2% | $5,439+8.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |