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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 | $33,747 | $148,623-77.3% | $135,974-75.2% | $139,466-75.8% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 16.31% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $851 | $5,246-83.8% | $4,859-82.5% | $4,754-82.1% |
| Participant deferral / active EE | $4,408 | $8,103-45.6% | $7,760-43.2% | $6,712-34.3% |
| Admin fee / account holder | $133 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |