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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 | $29,353 | $129,737-77.4% | $119,126-75.4% | $154,746-81.0% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 28.22% | 379.08%-350.9pp | 282.11%-253.9pp | 172.34%-144.1pp |
| Employer contribution / active EE | $953 | $4,375-78.2% | $4,034-76.4% | $4,379-78.2% |
| Participant deferral / active EE | $1,928 | $5,842-67.0% | $5,318-63.7% | $6,730-71.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |