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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 | $217,427-42.1% | $185,837-32.2% | $167,518-24.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.25% | 148.39%-130.1pp | 122.08%-103.8pp | 478.71%-460.5pp |
| Employer contribution / active EE | $1,124 | $5,874-80.9% | $5,168-78.3% | $4,838-76.8% |
| Participant deferral / active EE | $5,252 | $6,357-17.4% | $5,568-5.7% | $6,342-17.2% |
| Admin fee / account holder | $60 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |