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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 | $45,987 | $176,120-73.9% | $159,487-71.2% | $167,553-72.6% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 15.46% | 331.95%-316.5pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $347 | $5,299-93.5% | $4,831-92.8% | $4,840-92.8% |
| Participant deferral / active EE | $4,147 | $7,752-46.5% | $7,354-43.6% | $6,343-34.6% |
| Admin fee / account holder | $66 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |