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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 | $50,817 | $183,539-72.3% | $155,556-67.3% | $145,897-65.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.99% | 61.31%-41.3pp | 64.84%-44.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $550 | $5,315-89.6% | $4,675-88.2% | $4,663-88.2% |
| Participant deferral / active EE | $7,891 | $6,467+22.0% | $5,631+40.1% | $6,689+18.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |