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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 | $39,747 | $165,361-76.0% | $149,715-73.5% | $158,950-75.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 26.47% | 348.24%-321.8pp | 276.66%-250.2pp | 302.91%-276.4pp |
| Employer contribution / active EE | $752 | $5,103-85.3% | $4,645-83.8% | $4,762-84.2% |
| Participant deferral / active EE | $4,690 | $7,182-34.7% | $6,842-31.5% | $5,983-21.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |