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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 | $82,056 | $176,120-53.4% | $159,487-48.6% | $167,553-51.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.25% | 331.95%-310.7pp | 263.71%-242.5pp | 478.89%-457.6pp |
| Employer contribution / active EE | $862 | $5,299-83.7% | $4,831-82.2% | $4,840-82.2% |
| Participant deferral / active EE | $6,085 | $7,752-21.5% | $7,354-17.2% | $6,343-4.1% |
| Admin fee / account holder | $176 | $12,561-98.6% | $10,804-98.4% | $12,316-98.6% |