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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 | $34,280 | $198,457-82.7% | $170,435-79.9% | $147,586-76.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.88% | 257.30%-239.4pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $867 | $6,183-86.0% | $5,432-84.0% | $4,876-82.2% |
| Participant deferral / active EE | $3,675 | $5,629-34.7% | $4,939-25.6% | $5,439-32.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |