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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 | $31,418 | $165,399-81.0% | $149,745-79.0% | $158,982-80.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.57% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $419 | $5,105-91.8% | $4,646-91.0% | $4,763-91.2% |
| Participant deferral / active EE | $2,468 | $7,183-65.6% | $6,843-63.9% | $5,983-58.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |