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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 | $62,437 | $134,817-53.7% | $123,973-49.6% | $155,188-59.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 19.76% | 515.49%-495.7pp | 388.13%-368.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $680 | $4,425-84.6% | $4,126-83.5% | $4,248-84.0% |
| Participant deferral / active EE | $3,470 | $5,706-39.2% | $5,247-33.9% | $6,531-46.9% |
| Admin fee / account holder | $254 | $13,245-98.1% | $11,799-97.9% | $14,480-98.2% |