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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 | $36,841 | $183,516-79.9% | $155,534-76.3% | $145,884-74.7% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 46.20% | 61.43%-15.2pp | 64.92%-18.7pp | 551.85%-505.7pp |
| Employer contribution / active EE | $603 | $5,315-88.7% | $4,675-87.1% | $4,662-87.1% |
| Participant deferral / active EE | $2,408 | $6,467-62.8% | $5,630-57.2% | $6,690-64.0% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |