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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 | $32,974 | $168,635-80.4% | $147,617-77.7% | $125,389-73.7% |
| Participation rate | 53.8% | 88.8%-34.9pp | 84.6%-30.8pp | 83.2%-29.3pp |
| Annual return | 12.23% | 77.65%-65.4pp | 61.98%-49.8pp | 282.24%-270.0pp |
| Employer contribution / active EE | $768 | $6,252-87.7% | $5,564-86.2% | $4,866-84.2% |
| Participant deferral / active EE | $2,508 | $5,507-54.5% | $4,895-48.8% | $5,352-53.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |