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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 | $74,385 | $198,457-62.5% | $170,435-56.4% | $147,586-49.6% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 28.99% | 257.30%-228.3pp | 205.94%-176.9pp | 578.59%-549.6pp |
| Employer contribution / active EE | $907 | $6,183-85.3% | $5,432-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |