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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 | $28,743 | $160,028-82.0% | $147,080-80.5% | $145,884-80.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.51% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $803 | $5,286-84.8% | $4,933-83.7% | $4,662-82.8% |
| Participant deferral / active EE | $3,896 | $8,422-53.7% | $8,066-51.7% | $6,690-41.8% |
| Admin fee / account holder | $206 | $15,030-98.6% | $12,989-98.4% | $13,392-98.5% |