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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 | $45,112 | $165,399-72.7% | $149,745-69.9% | $158,982-71.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 28.06% | 348.34%-320.3pp | 276.72%-248.7pp | 302.99%-274.9pp |
| Employer contribution / active EE | $437 | $5,105-91.4% | $4,646-90.6% | $4,763-90.8% |
| Participant deferral / active EE | $3,147 | $7,183-56.2% | $6,843-54.0% | $5,983-47.4% |
| Admin fee / account holder | $144 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |