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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 | $44,620 | $185,905-76.0% | $170,057-73.8% | $139,487-68.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 19.46% | 60.56%-41.1pp | 53.42%-34.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,007 | $7,597-86.8% | $6,790-85.2% | $4,755-78.8% |
| Participant deferral / active EE | $4,918 | $11,627-57.7% | $10,411-52.8% | $6,713-26.7% |
| Admin fee / account holder | $164 | $15,397-98.9% | $12,826-98.7% | $11,407-98.6% |