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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 | $38,621 | $160,028-75.9% | $147,080-73.7% | $145,884-73.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.45% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $605 | $5,286-88.6% | $4,933-87.7% | $4,662-87.0% |
| Participant deferral / active EE | $3,924 | $8,422-53.4% | $8,066-51.4% | $6,690-41.3% |
| Admin fee / account holder | $157 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |