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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 | $22,493 | $175,257-87.2% | $149,717-85.0% | $139,456-83.9% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 26.78% | 166.70%-139.9pp | 134.41%-107.6pp | 373.45%-346.7pp |
| Employer contribution / active EE | $642 | $5,477-88.3% | $4,820-86.7% | $4,753-86.5% |
| Participant deferral / active EE | $3,016 | $6,521-53.7% | $5,682-46.9% | $6,711-55.1% |
| Admin fee / account holder | $75 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |