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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 | $54,301 | $129,737-58.1% | $119,126-54.4% | $154,746-64.9% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 19.53% | 379.08%-359.5pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $907 | $4,375-79.3% | $4,034-77.5% | $4,379-79.3% |
| Participant deferral / active EE | $2,110 | $5,842-63.9% | $5,318-60.3% | $6,730-68.7% |
| Admin fee / account holder | $175 | $11,961-98.5% | $10,693-98.4% | $14,365-98.8% |