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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 | $28,171 | $217,427-87.0% | $185,837-84.8% | $167,518-83.2% |
| Participation rate | 35.3% | 86.0%-50.8pp | 81.7%-46.4pp | 82.1%-46.8pp |
| Annual return | 21.36% | 148.39%-127.0pp | 122.08%-100.7pp | 478.71%-457.4pp |
| Employer contribution / active EE | $221 | $5,874-96.2% | $5,168-95.7% | $4,838-95.4% |
| Participant deferral / active EE | $4,423 | $6,357-30.4% | $5,568-20.6% | $6,342-30.3% |
| Admin fee / account holder | $152 | $19,816-99.2% | $16,241-99.1% | $12,312-98.8% |