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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 | $50,252 | $184,000-72.7% | $162,185-69.0% | $152,909-67.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 19.26% | 150.80%-131.5pp | 115.61%-96.4pp | 345.46%-326.2pp |
| Employer contribution / active EE | $426 | $6,370-93.3% | $5,613-92.4% | $4,764-91.1% |
| Participant deferral / active EE | $2,976 | $8,033-63.0% | $7,297-59.2% | $5,851-49.1% |
| Admin fee / account holder | $25 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |