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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 | $27,558 | $226,090-87.8% | $182,531-84.9% | $152,885-82.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 27.17% | 192.57%-165.4pp | 148.57%-121.4pp | 345.39%-318.2pp |
| Employer contribution / active EE | $492 | $4,978-90.1% | $4,075-87.9% | $4,763-89.7% |
| Participant deferral / active EE | $1,312 | $6,369-79.4% | $5,525-76.3% | $5,851-77.6% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |