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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 | $175,212-83.6% | $149,682-80.8% | $139,427-79.4% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 25.13% | 166.63%-141.5pp | 134.35%-109.2pp | 373.27%-348.1pp |
| Employer contribution / active EE | $824 | $5,475-85.0% | $4,818-82.9% | $4,752-82.7% |
| Participant deferral / active EE | $4,126 | $6,520-36.7% | $5,681-27.4% | $6,711-38.5% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,404-99.9% |