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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 | $42,323 | $160,040-73.6% | $147,096-71.2% | $145,877-71.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 18.10% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $926 | $5,289-82.5% | $4,936-81.2% | $4,663-80.1% |
| Participant deferral / active EE | $6,089 | $8,429-27.8% | $8,071-24.6% | $6,691-9.0% |
| Admin fee / account holder | $50 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |