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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 | $41,060 | $183,539-77.6% | $155,556-73.6% | $145,897-71.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.57% | 61.31%-45.7pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $461 | $5,315-91.3% | $4,675-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $2,330 | $6,467-64.0% | $5,631-58.6% | $6,689-65.2% |
| Admin fee / account holder | $108 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |