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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 | $54,442 | $198,457-72.6% | $170,435-68.1% | $147,586-63.1% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 21.83% | 257.30%-235.5pp | 205.94%-184.1pp | 578.59%-556.8pp |
| Employer contribution / active EE | $206 | $6,183-96.7% | $5,432-96.2% | $4,876-95.8% |
| Participant deferral / active EE | $4,710 | $5,629-16.3% | $4,939-4.6% | $5,439-13.4% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |