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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 | $32,796 | $160,070-79.5% | $147,117-77.7% | $145,897-77.5% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 14.58% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $738 | $5,285-86.0% | $4,932-85.0% | $4,663-84.2% |
| Participant deferral / active EE | $4,086 | $8,419-51.5% | $8,065-49.3% | $6,689-38.9% |
| Admin fee / account holder | $100 | $15,035-99.3% | $12,993-99.2% | $13,390-99.3% |