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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 | $75,603 | $198,457-61.9% | $170,435-55.6% | $147,586-48.8% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 20.61% | 257.30%-236.7pp | 205.94%-185.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,151 | $6,183-81.4% | $5,432-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $3,661 | $5,629-35.0% | $4,939-25.9% | $5,439-32.7% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |