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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 | $48,761 | $100,139-51.3% | $85,187-42.8% | $145,884-66.6% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 15.78% | 84.15%-68.4pp | 66.67%-50.9pp | 551.85%-536.1pp |
| Employer contribution / active EE | $312 | $3,238-90.4% | $2,732-88.6% | $4,662-93.3% |
| Participant deferral / active EE | $1,169 | $5,296-77.9% | $4,525-74.2% | $6,690-82.5% |
| Admin fee / account holder | $262 | $7,262-96.4% | $6,162-95.7% | $13,392-98.0% |