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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 | $134,628 | $198,457-32.2% | $170,435-21.0% | $147,586-8.8% |
| Participation rate | 23.5% | 88.0%-64.4pp | 83.6%-60.1pp | 82.8%-59.3pp |
| Annual return | 14.75% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $420 | $6,183-93.2% | $5,432-92.3% | $4,876-91.4% |
| Participant deferral / active EE | $2,492 | $5,629-55.7% | $4,939-49.5% | $5,439-54.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |