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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 | $39,712 | $175,257-77.3% | $149,717-73.5% | $139,456-71.5% |
| Participation rate | 11.1% | 83.4%-72.3pp | 78.8%-67.7pp | 80.3%-69.2pp |
| Annual return | 12.82% | 166.70%-153.9pp | 134.41%-121.6pp | 373.45%-360.6pp |
| Employer contribution / active EE | $586 | $5,477-89.3% | $4,820-87.8% | $4,753-87.7% |
| Participant deferral / active EE | $2,199 | $6,521-66.3% | $5,682-61.3% | $6,711-67.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |