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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 | $44,130 | $209,425-78.9% | $178,499-75.3% | $158,966-72.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 27.05% | 188.80%-161.7pp | 151.10%-124.1pp | 302.95%-275.9pp |
| Employer contribution / active EE | $792 | $5,707-86.1% | $5,011-84.2% | $4,762-83.4% |
| Participant deferral / active EE | $4,061 | $5,955-31.8% | $5,202-21.9% | $5,983-32.1% |
| Admin fee / account holder | $18 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |