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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 | $39,850 | $111,535-64.3% | $105,223-62.1% | $137,256-71.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 26.66% | 237.85%-211.2pp | 180.65%-154.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $467 | $3,939-88.1% | $3,689-87.3% | $4,156-88.8% |
| Participant deferral / active EE | $2,803 | $5,500-49.0% | $5,072-44.7% | $6,407-56.3% |
| Admin fee / account holder | $90 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |