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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 | $64,337 | $209,425-69.3% | $178,499-64.0% | $158,966-59.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 18.75% | 188.80%-170.0pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $997 | $5,707-82.5% | $5,011-80.1% | $4,762-79.1% |
| Participant deferral / active EE | $3,081 | $5,955-48.3% | $5,202-40.8% | $5,983-48.5% |
| Admin fee / account holder | $145 | $17,078-99.1% | $13,986-99.0% | $11,250-98.7% |