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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 | $26,559 | $148,629-82.1% | $135,982-80.5% | $139,487-81.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.98% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $808 | $5,247-84.6% | $4,859-83.4% | $4,755-83.0% |
| Participant deferral / active EE | $3,878 | $8,102-52.1% | $7,760-50.0% | $6,713-42.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |