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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 | $51,872 | $157,296-67.0% | $141,191-63.3% | $152,897-66.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $643 | $5,262-87.8% | $4,736-86.4% | $4,764-86.5% |
| Participant deferral / active EE | $2,718 | $7,111-61.8% | $6,710-59.5% | $5,851-53.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |