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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 | $43,181 | $165,381-73.9% | $149,730-71.2% | $158,966-72.8% |
| Participation rate | 11.8% | 84.6%-72.8pp | 82.5%-70.7pp | 82.0%-70.2pp |
| Annual return | 52.31% | 348.29%-296.0pp | 276.70%-224.4pp | 302.95%-250.6pp |
| Employer contribution / active EE | $613 | $5,104-88.0% | $4,645-86.8% | $4,762-87.1% |
| Participant deferral / active EE | $2,509 | $7,182-65.1% | $6,843-63.3% | $5,983-58.1% |
| Admin fee / account holder | $131 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |