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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 | $55,056 | $202,460-72.8% | $169,385-67.5% | $139,456-60.5% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.2%-62.9pp | 80.3%-66.0pp |
| Annual return | 23.74% | 532.07%-508.3pp | 405.82%-382.1pp | 373.45%-349.7pp |
| Employer contribution / active EE | $536 | $4,691-88.6% | $4,012-86.6% | $4,753-88.7% |
| Participant deferral / active EE | $1,661 | $6,938-76.1% | $6,221-73.3% | $6,711-75.3% |
| Admin fee / account holder | $192 | $10,719-98.2% | $9,011-97.9% | $11,407-98.3% |