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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 | $21,507 | $148,623-85.5% | $135,974-84.2% | $139,466-84.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 39.94% | 79.30%-39.4pp | 68.30%-28.4pp | 373.66%-333.7pp |
| Employer contribution / active EE | $867 | $5,246-83.5% | $4,859-82.2% | $4,754-81.8% |
| Participant deferral / active EE | $3,467 | $8,103-57.2% | $7,760-55.3% | $6,712-48.4% |
| Admin fee / account holder | $57 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |