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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 | $33,844 | $175,231-80.7% | $149,696-77.4% | $139,466-75.7% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 234.69% | 166.77%+67.9pp | 134.46%+100.2pp | 373.66%-139.0pp |
| Employer contribution / active EE | $1,001 | $5,478-81.7% | $4,821-79.2% | $4,754-79.0% |
| Participant deferral / active EE | $2,107 | $6,521-67.7% | $5,682-62.9% | $6,712-68.6% |
| Admin fee / account holder | $43 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |