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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 | $32,933 | $209,425-84.3% | $178,499-81.5% | $158,966-79.3% |
| Participation rate | 58.8% | 86.4%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 18.72% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $681 | $5,707-88.1% | $5,011-86.4% | $4,762-85.7% |
| Participant deferral / active EE | $5,033 | $5,955-15.5% | $5,202-3.3% | $5,983-15.9% |
| Admin fee / account holder | $147 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |