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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 | $53,306 | $160,040-66.7% | $147,096-63.8% | $145,877-63.5% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 16.55% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $750 | $5,289-85.8% | $4,936-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $3,132 | $8,429-62.8% | $8,071-61.2% | $6,691-53.2% |
| Admin fee / account holder | $188 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |