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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 | $23,720 | $176,105-86.5% | $159,474-85.1% | $167,536-85.8% |
| Participation rate | 36.8% | 85.0%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 15.38% | 331.91%-316.5pp | 263.68%-248.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $591 | $5,299-88.9% | $4,831-87.8% | $4,839-87.8% |
| Participant deferral / active EE | $2,691 | $7,751-65.3% | $7,353-63.4% | $6,342-57.6% |
| Admin fee / account holder | $68 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |