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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 | $53,816 | $165,381-67.5% | $149,730-64.1% | $158,966-66.1% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 21.35% | 348.29%-326.9pp | 276.70%-255.4pp | 302.95%-281.6pp |
| Employer contribution / active EE | $792 | $5,104-84.5% | $4,645-83.0% | $4,762-83.4% |
| Participant deferral / active EE | $4,338 | $7,182-39.6% | $6,843-36.6% | $5,983-27.5% |
| Admin fee / account holder | $5 | $10,809-99.9% | $9,310-99.9% | $11,250-100.0% |