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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 | $27,449 | $176,077-84.4% | $159,455-82.8% | $167,518-83.6% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 13.06% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $632 | $5,298-88.1% | $4,830-86.9% | $4,838-86.9% |
| Participant deferral / active EE | $5,237 | $7,751-32.4% | $7,353-28.8% | $6,342-17.4% |
| Admin fee / account holder | $109 | $12,556-99.1% | $10,800-99.0% | $12,312-99.1% |