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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 | $34,859 | $157,296-77.8% | $141,191-75.3% | $152,897-77.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $863 | $5,262-83.6% | $4,736-81.8% | $4,764-81.9% |
| Participant deferral / active EE | $7,125 | $7,111+0.2% | $6,710+6.2% | $5,851+21.8% |
| Admin fee / account holder | $92 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |