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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 | $50,858 | $176,105-71.1% | $159,474-68.1% | $167,536-69.6% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 21.40% | 331.91%-310.5pp | 263.68%-242.3pp | 478.82%-457.4pp |
| Employer contribution / active EE | $467 | $5,299-91.2% | $4,831-90.3% | $4,839-90.4% |
| Participant deferral / active EE | $3,014 | $7,751-61.1% | $7,353-59.0% | $6,342-52.5% |
| Admin fee / account holder | $138 | $12,559-98.9% | $10,802-98.7% | $12,315-98.9% |