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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 | $28,697 | $175,259-83.6% | $149,723-80.8% | $139,487-79.4% |
| Participation rate | 52.9% | 83.4%-30.5pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 25.13% | 166.82%-141.7pp | 134.50%-109.4pp | 373.84%-348.7pp |
| Employer contribution / active EE | $824 | $5,478-85.0% | $4,821-82.9% | $4,755-82.7% |
| Participant deferral / active EE | $4,126 | $6,522-36.7% | $5,682-27.4% | $6,713-38.5% |
| Admin fee / account holder | $10 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |