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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 | $44,294 | $148,623-70.2% | $135,974-67.4% | $139,466-68.2% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.9pp |
| Annual return | 18.68% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,000 | $5,246-80.9% | $4,859-79.4% | $4,754-79.0% |
| Participant deferral / active EE | $3,857 | $8,103-52.4% | $7,760-50.3% | $6,712-42.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |