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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 | $18,219 | $183,592-90.1% | $155,574-88.3% | $145,877-87.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 13.76% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $334 | $5,317-93.7% | $4,676-92.9% | $4,663-92.8% |
| Participant deferral / active EE | $4,553 | $6,466-29.6% | $5,629-19.1% | $6,691-31.9% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |