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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 | $72,848 | $198,462-63.3% | $170,439-57.3% | $147,585-50.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 30.86% | 257.30%-226.4pp | 205.94%-175.1pp | 578.58%-547.7pp |
| Employer contribution / active EE | $1,003 | $6,184-83.8% | $5,433-81.5% | $4,876-79.4% |
| Participant deferral / active EE | $4,548 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | -$14 | $16,852-100.1% | $13,881-100.1% | $10,886-100.1% |