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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 | $76,585 | $160,028-52.1% | $147,080-47.9% | $145,884-47.5% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 15.92% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $953 | $5,286-82.0% | $4,933-80.7% | $4,662-79.6% |
| Participant deferral / active EE | $5,652 | $8,422-32.9% | $8,066-29.9% | $6,690-15.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |