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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 | $53,333 | $198,457-73.1% | $170,435-68.7% | $147,586-63.9% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 14.34% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,302 | $6,183-78.9% | $5,432-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $3,135 | $5,629-44.3% | $4,939-36.5% | $5,439-42.4% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |