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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 | $58,695 | $107,363-45.3% | $92,909-36.8% | $152,897-61.6% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 23.95% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $478 | $4,222-88.7% | $3,653-86.9% | $4,764-90.0% |
| Participant deferral / active EE | $4,904 | $4,848+1.2% | $4,238+15.7% | $5,851-16.2% |
| Admin fee / account holder | $185 | $7,082-97.4% | $5,795-96.8% | $11,599-98.4% |