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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 | $54,387 | $175,257-69.0% | $149,717-63.7% | $139,456-61.0% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 19.17% | 166.70%-147.5pp | 134.41%-115.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $939 | $5,477-82.9% | $4,820-80.5% | $4,753-80.2% |
| Participant deferral / active EE | $2,485 | $6,521-61.9% | $5,682-56.3% | $6,711-63.0% |
| Admin fee / account holder | $129 | $16,156-99.2% | $13,213-99.0% | $11,407-98.9% |