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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 | $33,782 | $144,130-76.6% | $117,861-71.3% | $147,586-77.1% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 13.44% | 531.20%-517.8pp | 335.11%-321.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $857 | $4,897-82.5% | $3,786-77.4% | $4,876-82.4% |
| Participant deferral / active EE | $3,706 | $5,316-30.3% | $4,482-17.3% | $5,439-31.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |