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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 | $24,411 | $160,040-84.7% | $147,096-83.4% | $145,877-83.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.70% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $830 | $5,289-84.3% | $4,936-83.2% | $4,663-82.2% |
| Participant deferral / active EE | $3,109 | $8,429-63.1% | $8,071-61.5% | $6,691-53.5% |
| Admin fee / account holder | $97 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |