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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 | $70,139 | $175,257-60.0% | $149,717-53.2% | $139,456-49.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.86% | 166.70%-141.8pp | 134.41%-109.5pp | 373.45%-348.6pp |
| Employer contribution / active EE | $864 | $5,477-84.2% | $4,820-82.1% | $4,753-81.8% |
| Participant deferral / active EE | $10,795 | $6,521+65.5% | $5,682+90.0% | $6,711+60.8% |
| Admin fee / account holder | $228 | $16,156-98.6% | $13,213-98.3% | $11,407-98.0% |