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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 | $28,211 | $175,231-83.9% | $149,696-81.2% | $139,466-79.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 16.73% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $416 | $5,478-92.4% | $4,821-91.4% | $4,754-91.2% |
| Participant deferral / active EE | $2,140 | $6,521-67.2% | $5,682-62.3% | $6,712-68.1% |
| Admin fee / account holder | $257 | $16,155-98.4% | $13,212-98.1% | $11,409-97.7% |