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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 | $64,970 | $198,461-67.3% | $170,436-61.9% | $147,585-56.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 15.32% | 257.30%-242.0pp | 205.94%-190.6pp | 578.57%-563.2pp |
| Employer contribution / active EE | $860 | $6,184-86.1% | $5,433-84.2% | $4,876-82.4% |
| Participant deferral / active EE | $1,974 | $5,629-64.9% | $4,939-60.0% | $5,439-63.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |