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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 | $26,662 | $175,257-84.8% | $149,717-82.2% | $139,456-80.9% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 30.19% | 166.70%-136.5pp | 134.41%-104.2pp | 373.45%-343.3pp |
| Employer contribution / active EE | $690 | $5,477-87.4% | $4,820-85.7% | $4,753-85.5% |
| Participant deferral / active EE | $2,241 | $6,521-65.6% | $5,682-60.6% | $6,711-66.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |