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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 | $86,436 | $209,428-58.7% | $178,498-51.6% | $158,950-45.6% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 13.34% | 188.78%-175.4pp | 151.09%-137.8pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,066 | $5,707-81.3% | $5,011-78.7% | $4,762-77.6% |
| Participant deferral / active EE | $4,060 | $5,955-31.8% | $5,202-22.0% | $5,983-32.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |