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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 | $53,388 | $183,516-70.9% | $155,534-65.7% | $145,884-63.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 26.86% | 61.43%-34.6pp | 64.92%-38.1pp | 551.85%-525.0pp |
| Employer contribution / active EE | $20 | $5,315-99.6% | $4,675-99.6% | $4,662-99.6% |
| Participant deferral / active EE | $4,489 | $6,467-30.6% | $5,630-20.3% | $6,690-32.9% |
| Admin fee / account holder | $258 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |