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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 | $32,735 | $183,539-82.2% | $155,556-79.0% | $145,897-77.6% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 16.33% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $836 | $5,315-84.3% | $4,675-82.1% | $4,663-82.1% |
| Participant deferral / active EE | $4,830 | $6,467-25.3% | $5,631-14.2% | $6,689-27.8% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |