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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 | $75,509 | $209,425-63.9% | $178,499-57.7% | $158,966-52.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.52% | 188.80%-170.3pp | 151.10%-132.6pp | 302.95%-284.4pp |
| Employer contribution / active EE | $666 | $5,707-88.3% | $5,011-86.7% | $4,762-86.0% |
| Participant deferral / active EE | $5,262 | $5,955-11.6% | $5,202+1.2% | $5,983-12.1% |
| Admin fee / account holder | $283 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |