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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 | $26,488 | $183,539-85.6% | $155,556-83.0% | $145,897-81.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 26.91% | 61.31%-34.4pp | 64.84%-37.9pp | 552.29%-525.4pp |
| Employer contribution / active EE | $516 | $5,315-90.3% | $4,675-89.0% | $4,663-88.9% |
| Participant deferral / active EE | $3,038 | $6,467-53.0% | $5,631-46.0% | $6,689-54.6% |
| Admin fee / account holder | $94 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |