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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 | $79,559 | $175,257-54.6% | $149,717-46.9% | $139,456-43.0% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 21.13% | 166.70%-145.6pp | 134.41%-113.3pp | 373.45%-352.3pp |
| Employer contribution / active EE | $863 | $5,477-84.2% | $4,820-82.1% | $4,753-81.8% |
| Participant deferral / active EE | $2,372 | $6,521-63.6% | $5,682-58.3% | $6,711-64.7% |
| Admin fee / account holder | $13 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |