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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 | $67,195 | $148,623-54.8% | $135,974-50.6% | $139,466-51.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.58% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $535 | $5,246-89.8% | $4,859-89.0% | $4,754-88.8% |
| Participant deferral / active EE | $2,628 | $8,103-67.6% | $7,760-66.1% | $6,712-60.9% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |