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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 | $46,406 | $209,425-77.8% | $178,499-74.0% | $158,966-70.8% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 28.22% | 188.80%-160.6pp | 151.10%-122.9pp | 302.95%-274.7pp |
| Employer contribution / active EE | $423 | $5,707-92.6% | $5,011-91.6% | $4,762-91.1% |
| Participant deferral / active EE | $2,841 | $5,955-52.3% | $5,202-45.4% | $5,983-52.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |