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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 | $104,442 | $198,457-47.4% | $170,435-38.7% | $147,586-29.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 23.75% | 257.30%-233.6pp | 205.94%-182.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,042 | $6,183-83.2% | $5,432-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $6,053 | $5,629+7.5% | $4,939+22.5% | $5,439+11.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |