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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 | $62,437 | $160,040-61.0% | $147,096-57.6% | $145,877-57.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 19.63% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $593 | $5,289-88.8% | $4,936-88.0% | $4,663-87.3% |
| Participant deferral / active EE | $3,627 | $8,429-57.0% | $8,071-55.1% | $6,691-45.8% |
| Admin fee / account holder | $244 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |