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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 | $54,036 | $175,259-69.2% | $149,723-63.9% | $139,487-61.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 23.35% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,050 | $5,478-80.8% | $4,821-78.2% | $4,755-77.9% |
| Participant deferral / active EE | $9,276 | $6,522+42.2% | $5,682+63.2% | $6,713+38.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |