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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 | $54,272 | $159,934-66.1% | $147,005-63.1% | $145,959-62.8% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 10.78% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $629 | $5,287-88.1% | $4,934-87.2% | $4,661-86.5% |
| Participant deferral / active EE | $2,777 | $8,427-67.1% | $8,070-65.6% | $6,689-58.5% |
| Admin fee / account holder | $6 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |