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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 | $42,917 | $175,231-75.5% | $149,696-71.3% | $139,466-69.2% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 19.81% | 166.77%-147.0pp | 134.46%-114.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $965 | $5,478-82.4% | $4,821-80.0% | $4,754-79.7% |
| Participant deferral / active EE | $2,717 | $6,521-58.3% | $5,682-52.2% | $6,712-59.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |