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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 | $23,827 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 32.24% | 348.29%-316.1pp | 276.70%-244.5pp | 302.95%-270.7pp |
| Employer contribution / active EE | $772 | $5,104-84.9% | $4,645-83.4% | $4,762-83.8% |
| Participant deferral / active EE | $3,510 | $7,182-51.1% | $6,843-48.7% | $5,983-41.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |