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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 | $43,628 | $209,425-79.2% | $178,499-75.6% | $158,966-72.6% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 18.70% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $568 | $5,707-90.1% | $5,011-88.7% | $4,762-88.1% |
| Participant deferral / active EE | $2,032 | $5,955-65.9% | $5,202-60.9% | $5,983-66.0% |
| Admin fee / account holder | $42 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |