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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 | $50,294 | $175,257-71.3% | $149,717-66.4% | $139,456-63.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 24.05% | 166.70%-142.6pp | 134.41%-110.4pp | 373.45%-349.4pp |
| Employer contribution / active EE | $1,077 | $5,477-80.3% | $4,820-77.7% | $4,753-77.3% |
| Participant deferral / active EE | $7,797 | $6,521+19.6% | $5,682+37.2% | $6,711+16.2% |
| Admin fee / account holder | $176 | $16,156-98.9% | $13,213-98.7% | $11,407-98.5% |