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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 | $30,583 | $176,077-82.6% | $159,455-80.8% | $167,518-81.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.56% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.2pp |
| Employer contribution / active EE | $855 | $5,298-83.9% | $4,830-82.3% | $4,838-82.3% |
| Participant deferral / active EE | $4,167 | $7,751-46.2% | $7,353-43.3% | $6,342-34.3% |
| Admin fee / account holder | $112 | $12,556-99.1% | $10,800-99.0% | $12,312-99.1% |