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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 | $59,044 | $209,425-71.8% | $178,499-66.9% | $158,966-62.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 14.41% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.5pp |
| Employer contribution / active EE | $943 | $5,707-83.5% | $5,011-81.2% | $4,762-80.2% |
| Participant deferral / active EE | $3,482 | $5,955-41.5% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $217 | $17,078-98.7% | $13,986-98.4% | $11,250-98.1% |