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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 | $33,781 | $198,461-83.0% | $170,436-80.2% | $147,585-77.1% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 20.27% | 257.30%-237.0pp | 205.94%-185.7pp | 578.57%-558.3pp |
| Employer contribution / active EE | $990 | $6,184-84.0% | $5,433-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $2,935 | $5,629-47.9% | $4,939-40.6% | $5,439-46.0% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |