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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 | $31,727 | $183,627-82.7% | $155,602-79.6% | $145,978-78.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 17.59% | 61.32%-43.7pp | 64.81%-47.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $298 | $5,316-94.4% | $4,675-93.6% | $4,662-93.6% |
| Participant deferral / active EE | $4,738 | $6,466-26.7% | $5,629-15.8% | $6,690-29.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |