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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 | $56,982 | $217,392-73.8% | $185,818-69.3% | $167,497-66.0% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 24.37% | 148.37%-124.0pp | 122.06%-97.7pp | 478.62%-454.3pp |
| Employer contribution / active EE | $1,021 | $5,873-82.6% | $5,168-80.2% | $4,838-78.9% |
| Participant deferral / active EE | $3,312 | $6,357-47.9% | $5,568-40.5% | $6,341-47.8% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |