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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 | $158,170 | $209,422-24.5% | $178,503-11.4% | $158,982-0.5% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 18.78% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,163 | $5,707-79.6% | $5,011-76.8% | $4,763-75.6% |
| Participant deferral / active EE | $3,545 | $5,955-40.5% | $5,202-31.9% | $5,983-40.8% |
| Admin fee / account holder | $216 | $17,079-98.7% | $13,987-98.5% | $11,252-98.1% |