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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 | $45,799 | $160,040-71.4% | $147,096-68.9% | $145,877-68.6% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 18.89% | 98.49%-79.6pp | 419.75%-400.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $714 | $5,289-86.5% | $4,936-85.5% | $4,663-84.7% |
| Participant deferral / active EE | $3,072 | $8,429-63.6% | $8,071-61.9% | $6,691-54.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |