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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 | $22,983 | $159,978-85.6% | $147,041-84.4% | $145,978-84.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 22.45% | 98.36%-75.9pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $798 | $5,288-84.9% | $4,935-83.8% | $4,662-82.9% |
| Participant deferral / active EE | $5,442 | $8,429-35.4% | $8,071-32.6% | $6,690-18.6% |
| Admin fee / account holder | $277 | $15,053-98.2% | $13,006-97.9% | $13,400-97.9% |