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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 | $67,742 | $165,361-59.0% | $149,715-54.8% | $158,950-57.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.78% | 348.24%-333.5pp | 276.66%-261.9pp | 302.91%-288.1pp |
| Employer contribution / active EE | $158 | $5,103-96.9% | $4,645-96.6% | $4,762-96.7% |
| Participant deferral / active EE | $4,100 | $7,182-42.9% | $6,842-40.1% | $5,983-31.5% |
| Admin fee / account holder | $266 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |