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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 | $35,080 | $148,623-76.4% | $135,974-74.2% | $139,466-74.8% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.6pp | 80.3%-44.0pp |
| Annual return | 27.70% | 79.30%-51.6pp | 68.30%-40.6pp | 373.66%-346.0pp |
| Employer contribution / active EE | $739 | $5,246-85.9% | $4,859-84.8% | $4,754-84.4% |
| Participant deferral / active EE | $2,538 | $8,103-68.7% | $7,760-67.3% | $6,712-62.2% |
| Admin fee / account holder | $133 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |