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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 | $33,691 | $183,592-81.6% | $155,574-78.3% | $145,877-76.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 13.77% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $432 | $5,317-91.9% | $4,676-90.8% | $4,663-90.7% |
| Participant deferral / active EE | $2,209 | $6,466-65.8% | $5,629-60.8% | $6,691-67.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |