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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 | $150,862 | $217,432-30.6% | $185,849-18.8% | $167,536-10.0% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.58% | 148.42%-137.8pp | 122.10%-111.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,178 | $5,875-79.9% | $5,169-77.2% | $4,839-75.6% |
| Participant deferral / active EE | $5,725 | $6,357-9.9% | $5,569+2.8% | $6,342-9.7% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |