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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 | $28,294 | $148,629-81.0% | $135,982-79.2% | $139,487-79.7% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.6pp | 80.3%-33.0pp |
| Annual return | 76.48% | 79.33%-2.9pp | 68.32%+8.2pp | 373.84%-297.4pp |
| Employer contribution / active EE | $527 | $5,247-89.9% | $4,859-89.1% | $4,755-88.9% |
| Participant deferral / active EE | $2,804 | $8,102-65.4% | $7,760-63.9% | $6,713-58.2% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |