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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 | $29,964 | $168,635-82.2% | $147,617-79.7% | $125,389-76.1% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -0.43% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $890 | $6,252-85.8% | $5,564-84.0% | $4,866-81.7% |
| Participant deferral / active EE | $4,172 | $5,507-24.2% | $4,895-14.8% | $5,352-22.0% |
| Admin fee / account holder | $28 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |