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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 | $32,052 | $183,627-82.5% | $155,602-79.4% | $145,978-78.0% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 26.83% | 61.32%-34.5pp | 64.81%-38.0pp | 550.52%-523.7pp |
| Employer contribution / active EE | $674 | $5,316-87.3% | $4,675-85.6% | $4,662-85.5% |
| Participant deferral / active EE | $3,769 | $6,466-41.7% | $5,629-33.0% | $6,690-43.7% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |