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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 | $36,626 | $217,432-83.2% | $185,851-80.3% | $167,553-78.1% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 16.35% | 148.43%-132.1pp | 122.11%-105.8pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,019 | $5,874-82.6% | $5,168-80.3% | $4,840-78.9% |
| Participant deferral / active EE | $2,285 | $6,357-64.1% | $5,569-59.0% | $6,343-64.0% |
| Admin fee / account holder | $1 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |