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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 | $26,472 | $160,040-83.5% | $147,096-82.0% | $145,877-81.9% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 20.92% | 98.49%-77.6pp | 419.75%-398.8pp | 551.28%-530.4pp |
| Employer contribution / active EE | $353 | $5,289-93.3% | $4,936-92.8% | $4,663-92.4% |
| Participant deferral / active EE | $2,991 | $8,429-64.5% | $8,071-62.9% | $6,691-55.3% |
| Admin fee / account holder | $88 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |