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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 | $24,173 | $176,105-86.3% | $159,474-84.8% | $167,536-85.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 29.89% | 331.91%-302.0pp | 263.68%-233.8pp | 478.82%-448.9pp |
| Employer contribution / active EE | $442 | $5,299-91.7% | $4,831-90.8% | $4,839-90.9% |
| Participant deferral / active EE | $7,743 | $7,751-0.1% | $7,353+5.3% | $6,342+22.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |