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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 | $36,765 | $176,077-79.1% | $159,455-76.9% | $167,518-78.1% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 22.96% | 331.83%-308.9pp | 263.63%-240.7pp | 478.71%-455.7pp |
| Employer contribution / active EE | $114 | $5,298-97.8% | $4,830-97.6% | $4,838-97.6% |
| Participant deferral / active EE | $3,458 | $7,751-55.4% | $7,353-53.0% | $6,342-45.5% |
| Admin fee / account holder | $13 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |