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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 | $71,452 | $160,070-55.4% | $147,117-51.4% | $145,897-51.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 27.51% | 98.69%-71.2pp | 420.54%-393.0pp | 552.29%-524.8pp |
| Employer contribution / active EE | $845 | $5,285-84.0% | $4,932-82.9% | $4,663-81.9% |
| Participant deferral / active EE | $5,565 | $8,419-33.9% | $8,065-31.0% | $6,689-16.8% |
| Admin fee / account holder | $271 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |