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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 | $24,021 | $175,257-86.3% | $149,717-84.0% | $139,456-82.8% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 27.56% | 166.70%-139.1pp | 134.41%-106.8pp | 373.45%-345.9pp |
| Employer contribution / active EE | $396 | $5,477-92.8% | $4,820-91.8% | $4,753-91.7% |
| Participant deferral / active EE | $3,866 | $6,521-40.7% | $5,682-32.0% | $6,711-42.4% |
| Admin fee / account holder | $69 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |