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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 | $81,972 | $209,428-60.9% | $178,498-54.1% | $158,950-48.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.06% | 188.78%-174.7pp | 151.09%-137.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $903 | $5,707-84.2% | $5,011-82.0% | $4,762-81.0% |
| Participant deferral / active EE | $2,430 | $5,955-59.2% | $5,202-53.3% | $5,983-59.4% |
| Admin fee / account holder | $253 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |