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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 | $113,613 | $165,399-31.3% | $149,745-24.1% | $158,982-28.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.35% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $863 | $5,105-83.1% | $4,646-81.4% | $4,763-81.9% |
| Participant deferral / active EE | $6,312 | $7,183-12.1% | $6,843-7.8% | $5,983+5.5% |
| Admin fee / account holder | $30 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |