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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 | $43,089 | $165,399-73.9% | $149,745-71.2% | $158,982-72.9% |
| Participation rate | 17.6% | 84.6%-66.9pp | 82.5%-64.8pp | 82.0%-64.3pp |
| Annual return | 37.59% | 348.34%-310.7pp | 276.72%-239.1pp | 302.99%-265.4pp |
| Employer contribution / active EE | $803 | $5,105-84.3% | $4,646-82.7% | $4,763-83.1% |
| Participant deferral / active EE | $3,226 | $7,183-55.1% | $6,843-52.9% | $5,983-46.1% |
| Admin fee / account holder | $155 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |