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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 | $23,568 | $160,070-85.3% | $147,117-84.0% | $145,897-83.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.48% | 98.69%-71.2pp | 420.54%-393.1pp | 552.29%-524.8pp |
| Employer contribution / active EE | $562 | $5,285-89.4% | $4,932-88.6% | $4,663-88.0% |
| Participant deferral / active EE | $2,772 | $8,419-67.1% | $8,065-65.6% | $6,689-58.6% |
| Admin fee / account holder | $84 | $15,035-99.4% | $12,993-99.4% | $13,390-99.4% |