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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 | $102,444 | $160,040-36.0% | $147,096-30.4% | $145,877-29.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.05% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $651 | $5,289-87.7% | $4,936-86.8% | $4,663-86.0% |
| Participant deferral / active EE | $5,385 | $8,429-36.1% | $8,071-33.3% | $6,691-19.5% |
| Admin fee / account holder | $229 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |