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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 | $73,212 | $160,040-54.3% | $147,096-50.2% | $145,877-49.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 14.11% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $853 | $5,289-83.9% | $4,936-82.7% | $4,663-81.7% |
| Participant deferral / active EE | $2,731 | $8,429-67.6% | $8,071-66.2% | $6,691-59.2% |
| Admin fee / account holder | $117 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |