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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 | $18,077 | $183,516-90.1% | $155,534-88.4% | $145,884-87.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 20.98% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $961 | $5,315-81.9% | $4,675-79.4% | $4,662-79.4% |
| Participant deferral / active EE | $4,328 | $6,467-33.1% | $5,630-23.1% | $6,690-35.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |