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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 | $55,769 | $167,522-66.7% | $151,639-63.2% | $134,532-58.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 138.52% | 7.81%+130.7pp | 3.34%+135.2pp | 418.27%-279.7pp |
| Employer contribution / active EE | $1,437 | $6,828-79.0% | $6,165-76.7% | $4,741-69.7% |
| Participant deferral / active EE | $4,418 | $8,986-50.8% | $8,363-47.2% | $6,401-31.0% |
| Admin fee / account holder | $260 | $13,780-98.1% | $11,613-97.8% | $11,429-97.7% |