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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 | $26,158 | $160,028-83.7% | $147,080-82.2% | $145,884-82.1% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 12.07% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $902 | $5,286-82.9% | $4,933-81.7% | $4,662-80.7% |
| Participant deferral / active EE | $2,913 | $8,422-65.4% | $8,066-63.9% | $6,690-56.5% |
| Admin fee / account holder | $100 | $15,030-99.3% | $12,989-99.2% | $13,392-99.3% |