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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 | $58,625 | $176,077-66.7% | $159,455-63.2% | $167,518-65.0% |
| Participation rate | 30.4% | 84.9%-54.5pp | 82.8%-52.4pp | 82.1%-51.7pp |
| Annual return | 18.64% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $465 | $5,298-91.2% | $4,830-90.4% | $4,838-90.4% |
| Participant deferral / active EE | $3,009 | $7,751-61.2% | $7,353-59.1% | $6,342-52.6% |
| Admin fee / account holder | $60 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |