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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 | $183,968-72.7% | $162,166-69.0% | $152,870-67.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 19.26% | 150.77%-131.5pp | 115.59%-96.3pp | 345.34%-326.1pp |
| Employer contribution / active EE | $426 | $6,371-93.3% | $5,614-92.4% | $4,763-91.1% |
| Participant deferral / active EE | $2,976 | $8,034-63.0% | $7,298-59.2% | $5,850-49.1% |
| Admin fee / account holder | $25 | $13,121-99.8% | $10,842-99.8% | $11,597-99.8% |