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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 | $52,529 | $183,516-71.4% | $155,534-66.2% | $145,884-64.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 108.21% | 61.43%+46.8pp | 64.92%+43.3pp | 551.85%-443.6pp |
| Employer contribution / active EE | $961 | $5,315-81.9% | $4,675-79.4% | $4,662-79.4% |
| Participant deferral / active EE | $7,590 | $6,467+17.4% | $5,630+34.8% | $6,690+13.5% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |