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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 | $68,400 | $183,592-62.7% | $155,574-56.0% | $145,877-53.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.07% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $18 | $5,317-99.7% | $4,676-99.6% | $4,663-99.6% |
| Participant deferral / active EE | $10,231 | $6,466+58.2% | $5,629+81.8% | $6,691+52.9% |
| Admin fee / account holder | $116 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |