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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 | $33,240 | $217,432-84.7% | $185,849-82.1% | $167,536-80.2% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 16.31% | 148.42%-132.1pp | 122.10%-105.8pp | 478.82%-462.5pp |
| Employer contribution / active EE | $868 | $5,875-85.2% | $5,169-83.2% | $4,839-82.1% |
| Participant deferral / active EE | $2,931 | $6,357-53.9% | $5,569-47.4% | $6,342-53.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |