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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 | $83,619 | $198,457-57.9% | $170,435-50.9% | $147,586-43.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 19.16% | 257.30%-238.1pp | 205.94%-186.8pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,167 | $6,183-81.1% | $5,432-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $4,341 | $5,629-22.9% | $4,939-12.1% | $5,439-20.2% |
| Admin fee / account holder | $206 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |