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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 | $39,268 | $226,105-82.6% | $182,540-78.5% | $152,897-74.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 16.73% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.7pp |
| Employer contribution / active EE | $343 | $4,978-93.1% | $4,076-91.6% | $4,764-92.8% |
| Participant deferral / active EE | $4,153 | $6,370-34.8% | $5,525-24.8% | $5,851-29.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |