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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 | $17,737 | $183,539-90.3% | $155,556-88.6% | $145,897-87.8% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 17.98% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,016 | $5,315-80.9% | $4,675-78.3% | $4,663-78.2% |
| Participant deferral / active EE | $2,674 | $6,467-58.7% | $5,631-52.5% | $6,689-60.0% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |