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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 | $28,119 | $175,231-84.0% | $149,696-81.2% | $139,466-79.8% |
| Participation rate | 38.1% | 83.4%-45.3pp | 78.8%-40.7pp | 80.3%-42.2pp |
| Annual return | 16.86% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $610 | $5,478-88.9% | $4,821-87.4% | $4,754-87.2% |
| Participant deferral / active EE | $2,576 | $6,521-60.5% | $5,682-54.7% | $6,712-61.6% |
| Admin fee / account holder | $243 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |