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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 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 14.58% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $738 | $5,289-86.1% | $4,936-85.1% | $4,663-84.2% |
| Participant deferral / active EE | $4,086 | $8,429-51.5% | $8,071-49.4% | $6,691-38.9% |
| Admin fee / account holder | $100 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |