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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 | $45,982 | $148,629-69.1% | $135,982-66.2% | $139,487-67.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 36.27% | 79.33%-43.1pp | 68.32%-32.1pp | 373.84%-337.6pp |
| Employer contribution / active EE | $813 | $5,247-84.5% | $4,859-83.3% | $4,755-82.9% |
| Participant deferral / active EE | $5,218 | $8,102-35.6% | $7,760-32.8% | $6,713-22.3% |
| Admin fee / account holder | $151 | $12,406-98.8% | $10,767-98.6% | $11,407-98.7% |