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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 | $47,783 | $175,231-72.7% | $149,696-68.1% | $139,466-65.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.54% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $402 | $5,478-92.7% | $4,821-91.7% | $4,754-91.5% |
| Participant deferral / active EE | $6,323 | $6,521-3.0% | $5,682+11.3% | $6,712-5.8% |
| Admin fee / account holder | $168 | $16,155-99.0% | $13,212-98.7% | $11,409-98.5% |