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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 | $57,543 | $175,257-67.2% | $149,717-61.6% | $139,456-58.7% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.1pp |
| Annual return | 23.73% | 166.70%-143.0pp | 134.41%-110.7pp | 373.45%-349.7pp |
| Employer contribution / active EE | $448 | $5,477-91.8% | $4,820-90.7% | $4,753-90.6% |
| Participant deferral / active EE | $3,723 | $6,521-42.9% | $5,682-34.5% | $6,711-44.5% |
| Admin fee / account holder | $178 | $16,156-98.9% | $13,213-98.7% | $11,407-98.4% |