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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 | $124,947 | $183,978-32.1% | $162,171-23.0% | $152,885-18.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 21.71% | 150.78%-129.1pp | 115.60%-93.9pp | 345.39%-323.7pp |
| Employer contribution / active EE | $1,266 | $6,370-80.1% | $5,613-77.4% | $4,763-73.4% |
| Participant deferral / active EE | $5,375 | $8,033-33.1% | $7,297-26.3% | $5,851-8.1% |
| Admin fee / account holder | $164 | $13,122-98.8% | $10,843-98.5% | $11,598-98.6% |