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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 | $38,404 | $198,457-80.6% | $170,435-77.5% | $147,586-74.0% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 18.76% | 257.30%-238.5pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,278 | $6,183-79.3% | $5,432-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $9,198 | $5,629+63.4% | $4,939+86.2% | $5,439+69.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |