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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 | $46,919 | $209,425-77.6% | $178,499-73.7% | $158,966-70.5% |
| Participation rate | 47.1% | 86.4%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 24.02% | 188.80%-164.8pp | 151.10%-127.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $853 | $5,707-85.1% | $5,011-83.0% | $4,762-82.1% |
| Participant deferral / active EE | $2,928 | $5,955-50.8% | $5,202-43.7% | $5,983-51.1% |
| Admin fee / account holder | $111 | $17,078-99.3% | $13,986-99.2% | $11,250-99.0% |