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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 | $57,914 | $166,268-65.2% | $165,100-64.9% | $145,897-60.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.84% | 100.52%-89.7pp | 70.21%-59.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $65 | $5,284-98.8% | $4,348-98.5% | $4,663-98.6% |
| Participant deferral / active EE | $5,833 | $6,964-16.2% | $6,035-3.3% | $6,689-12.8% |
| Admin fee / account holder | $234 | $16,659-98.6% | $12,696-98.2% | $13,390-98.3% |