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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 | $43,167 | $198,462-78.2% | $170,439-74.7% | $147,585-70.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.75% | 257.30%-245.6pp | 205.94%-194.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $410 | $6,184-93.4% | $5,433-92.5% | $4,876-91.6% |
| Participant deferral / active EE | $4,450 | $5,629-21.0% | $4,939-9.9% | $5,439-18.2% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |