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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 | $59,897 | $183,516-67.4% | $155,534-61.5% | $145,884-58.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 98.85% | 61.43%+37.4pp | 64.92%+33.9pp | 551.85%-453.0pp |
| Employer contribution / active EE | $1,006 | $5,315-81.1% | $4,675-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $3,828 | $6,467-40.8% | $5,630-32.0% | $6,690-42.8% |
| Admin fee / account holder | $266 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |