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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 | $45,939 | $175,257-73.8% | $149,717-69.3% | $139,456-67.1% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 12.85% | 166.70%-153.8pp | 134.41%-121.6pp | 373.45%-360.6pp |
| Employer contribution / active EE | $602 | $5,477-89.0% | $4,820-87.5% | $4,753-87.3% |
| Participant deferral / active EE | $3,057 | $6,521-53.1% | $5,682-46.2% | $6,711-54.4% |
| Admin fee / account holder | $66 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |