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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 | $63,841 | $160,028-60.1% | $147,080-56.6% | $145,884-56.2% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 19.55% | 98.60%-79.0pp | 420.17%-400.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $619 | $5,286-88.3% | $4,933-87.5% | $4,662-86.7% |
| Participant deferral / active EE | $7,181 | $8,422-14.7% | $8,066-11.0% | $6,690+7.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |