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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 | $32,156 | $209,425-84.6% | $178,499-82.0% | $158,966-79.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.35% | 188.80%-165.4pp | 151.10%-127.8pp | 302.95%-279.6pp |
| Employer contribution / active EE | $842 | $5,707-85.2% | $5,011-83.2% | $4,762-82.3% |
| Participant deferral / active EE | $10,411 | $5,955+74.8% | $5,202+100.1% | $5,983+74.0% |
| Admin fee / account holder | $250 | $17,078-98.5% | $13,986-98.2% | $11,250-97.8% |