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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 | $28,747 | $132,099-78.2% | $115,599-75.1% | $138,895-79.3% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.3%-44.3pp | 79.9%-49.9pp |
| Annual return | 21.36% | 176.76%-155.4pp | 111.10%-89.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $526 | $3,416-84.6% | $2,955-82.2% | $4,194-87.4% |
| Participant deferral / active EE | $1,824 | $5,617-67.5% | $4,889-62.7% | $6,396-71.5% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |