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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 | $25,385 | $165,399-84.7% | $149,745-83.0% | $158,982-84.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 27.11% | 348.34%-321.2pp | 276.72%-249.6pp | 302.99%-275.9pp |
| Employer contribution / active EE | $877 | $5,105-82.8% | $4,646-81.1% | $4,763-81.6% |
| Participant deferral / active EE | $2,760 | $7,183-61.6% | $6,843-59.7% | $5,983-53.9% |
| Admin fee / account holder | $142 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |