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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 | $32,206 | $183,539-82.5% | $155,556-79.3% | $145,897-77.9% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 14.66% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $824 | $5,315-84.5% | $4,675-82.4% | $4,663-82.3% |
| Participant deferral / active EE | $4,206 | $6,467-35.0% | $5,631-25.3% | $6,689-37.1% |
| Admin fee / account holder | $94 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |