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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 | $84,252 | $209,428-59.8% | $178,498-52.8% | $158,950-47.0% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 9.85% | 188.78%-178.9pp | 151.09%-141.2pp | 302.91%-293.1pp |
| Employer contribution / active EE | $830 | $5,707-85.5% | $5,011-83.4% | $4,762-82.6% |
| Participant deferral / active EE | $2,459 | $5,955-58.7% | $5,202-52.7% | $5,983-58.9% |
| Admin fee / account holder | $223 | $17,077-98.7% | $13,985-98.4% | $11,248-98.0% |