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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 | $85,078 | $165,399-48.6% | $149,745-43.2% | $158,982-46.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 17.40% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $450 | $5,105-91.2% | $4,646-90.3% | $4,763-90.6% |
| Participant deferral / active EE | $3,505 | $7,183-51.2% | $6,843-48.8% | $5,983-41.4% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |