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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 | $53,806 | $134,817-60.1% | $123,973-56.6% | $155,188-65.3% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.7%-22.8pp | 80.8%-27.0pp |
| Annual return | 12.88% | 515.49%-502.6pp | 388.13%-375.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $777 | $4,425-82.4% | $4,126-81.2% | $4,248-81.7% |
| Participant deferral / active EE | $3,028 | $5,706-46.9% | $5,247-42.3% | $6,531-53.6% |
| Admin fee / account holder | $253 | $13,245-98.1% | $11,799-97.9% | $14,480-98.3% |