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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 | $33,762 | $209,425-83.9% | $178,499-81.1% | $158,966-78.8% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 123.22% | 188.80%-65.6pp | 151.10%-27.9pp | 302.95%-179.7pp |
| Employer contribution / active EE | $947 | $5,707-83.4% | $5,011-81.1% | $4,762-80.1% |
| Participant deferral / active EE | $5,654 | $5,955-5.0% | $5,202+8.7% | $5,983-5.5% |
| Admin fee / account holder | $83 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |