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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 | $31,039 | $176,077-82.4% | $159,455-80.5% | $167,518-81.5% |
| Participation rate | 29.4% | 84.9%-55.5pp | 82.8%-53.4pp | 82.1%-52.7pp |
| Annual return | 25.16% | 331.83%-306.7pp | 263.63%-238.5pp | 478.71%-453.5pp |
| Employer contribution / active EE | $528 | $5,298-90.0% | $4,830-89.1% | $4,838-89.1% |
| Participant deferral / active EE | $4,308 | $7,751-44.4% | $7,353-41.4% | $6,342-32.1% |
| Admin fee / account holder | $117 | $12,556-99.1% | $10,800-98.9% | $12,312-99.0% |