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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 | $22,635 | $148,629-84.8% | $135,982-83.4% | $139,487-83.8% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 30.82% | 79.33%-48.5pp | 68.32%-37.5pp | 373.84%-343.0pp |
| Employer contribution / active EE | $879 | $5,247-83.2% | $4,859-81.9% | $4,755-81.5% |
| Participant deferral / active EE | $5,862 | $8,102-27.7% | $7,760-24.5% | $6,713-12.7% |
| Admin fee / account holder | $105 | $12,406-99.2% | $10,767-99.0% | $11,407-99.1% |