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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 | $125,965 | $217,432-42.1% | $185,849-32.2% | $167,536-24.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.25% | 148.42%-130.2pp | 122.10%-103.8pp | 478.82%-460.6pp |
| Employer contribution / active EE | $1,124 | $5,875-80.9% | $5,169-78.3% | $4,839-76.8% |
| Participant deferral / active EE | $5,252 | $6,357-17.4% | $5,569-5.7% | $6,342-17.2% |
| Admin fee / account holder | $60 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |