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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 | $30,839 | $115,810-73.4% | $101,271-69.5% | $158,966-80.6% |
| Participation rate | 41.2% | 79.4%-38.2pp | 75.8%-34.6pp | 82.0%-40.8pp |
| Annual return | 32.23% | 56.15%-23.9pp | 46.48%-14.3pp | 302.95%-270.7pp |
| Employer contribution / active EE | $657 | $4,175-84.3% | $3,660-82.1% | $4,762-86.2% |
| Participant deferral / active EE | $2,832 | $4,958-42.9% | $4,371-35.2% | $5,983-52.7% |
| Admin fee / account holder | $24 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |