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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 | $37,864 | $157,296-75.9% | $141,191-73.2% | $152,897-75.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $383 | $5,262-92.7% | $4,736-91.9% | $4,764-92.0% |
| Participant deferral / active EE | $5,488 | $7,111-22.8% | $6,710-18.2% | $5,851-6.2% |
| Admin fee / account holder | $112 | $12,125-99.1% | $10,264-98.9% | $11,599-99.0% |