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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 | $21,515 | $175,257-87.7% | $149,717-85.6% | $139,456-84.6% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 35.41% | 166.70%-131.3pp | 134.41%-99.0pp | 373.45%-338.0pp |
| Employer contribution / active EE | $426 | $5,477-92.2% | $4,820-91.2% | $4,753-91.0% |
| Participant deferral / active EE | $2,433 | $6,521-62.7% | $5,682-57.2% | $6,711-63.7% |
| Admin fee / account holder | $66 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |