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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 | $109,265 | $209,425-47.8% | $178,499-38.8% | $158,966-31.3% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.2pp |
| Annual return | 49.31% | 188.80%-139.5pp | 151.10%-101.8pp | 302.95%-253.6pp |
| Employer contribution / active EE | $814 | $5,707-85.7% | $5,011-83.8% | $4,762-82.9% |
| Participant deferral / active EE | $3,527 | $5,955-40.8% | $5,202-32.2% | $5,983-41.1% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |