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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 | $55,991 | $175,257-68.1% | $149,717-62.6% | $139,456-59.9% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 23.29% | 166.70%-143.4pp | 134.41%-111.1pp | 373.45%-350.2pp |
| Employer contribution / active EE | $641 | $5,477-88.3% | $4,820-86.7% | $4,753-86.5% |
| Participant deferral / active EE | $4,614 | $6,521-29.2% | $5,682-18.8% | $6,711-31.3% |
| Admin fee / account holder | $25 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |