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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 | $39,213 | $198,457-80.2% | $170,435-77.0% | $147,586-73.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 19.47% | 257.30%-237.8pp | 205.94%-186.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $430 | $6,183-93.0% | $5,432-92.1% | $4,876-91.2% |
| Participant deferral / active EE | $1,991 | $5,629-64.6% | $4,939-59.7% | $5,439-63.4% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |