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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 | $21,630 | $138,102-84.3% | $125,381-82.7% | $134,532-83.9% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | 24.74% | 750.73%-726.0pp | 572.31%-547.6pp | 418.27%-393.5pp |
| Employer contribution / active EE | $521 | $5,245-90.1% | $4,815-89.2% | $4,741-89.0% |
| Participant deferral / active EE | $5,206 | $7,801-33.3% | $7,448-30.1% | $6,401-18.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |