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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 | $42,159 | $209,425-79.9% | $178,499-76.4% | $158,966-73.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 96.67% | 188.80%-92.1pp | 151.10%-54.4pp | 302.95%-206.3pp |
| Employer contribution / active EE | $993 | $5,707-82.6% | $5,011-80.2% | $4,762-79.2% |
| Participant deferral / active EE | $10,539 | $5,955+77.0% | $5,202+102.6% | $5,983+76.1% |
| Admin fee / account holder | $108 | $17,078-99.4% | $13,986-99.2% | $11,250-99.0% |