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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 | $33,230 | $157,276-78.9% | $141,177-76.5% | $152,885-78.3% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 26.67% | 64.33%-37.7pp | 71.40%-44.7pp | 345.39%-318.7pp |
| Employer contribution / active EE | $401 | $5,262-92.4% | $4,736-91.5% | $4,763-91.6% |
| Participant deferral / active EE | $4,098 | $7,110-42.4% | $6,710-38.9% | $5,851-30.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |