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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 | $22,646 | $175,257-87.1% | $149,717-84.9% | $139,456-83.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.56% | 166.70%-142.1pp | 134.41%-109.8pp | 373.45%-348.9pp |
| Employer contribution / active EE | $834 | $5,477-84.8% | $4,820-82.7% | $4,753-82.5% |
| Participant deferral / active EE | $3,920 | $6,521-39.9% | $5,682-31.0% | $6,711-41.6% |
| Admin fee / account holder | $154 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |