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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 | $86,483 | $217,432-60.2% | $185,849-53.5% | $167,536-48.4% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 14.99% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,127 | $5,875-80.8% | $5,169-78.2% | $4,839-76.7% |
| Participant deferral / active EE | $3,632 | $6,357-42.9% | $5,569-34.8% | $6,342-42.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |