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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 | $29,732 | $144,130-79.4% | $117,861-74.8% | $147,586-79.9% |
| Participation rate | 47.1% | 83.4%-36.4pp | 79.7%-32.6pp | 82.8%-35.8pp |
| Annual return | 22.28% | 531.20%-508.9pp | 335.11%-312.8pp | 578.59%-556.3pp |
| Employer contribution / active EE | $833 | $4,897-83.0% | $3,786-78.0% | $4,876-82.9% |
| Participant deferral / active EE | $2,557 | $5,316-51.9% | $4,482-42.9% | $5,439-53.0% |
| Admin fee / account holder | $150 | $10,887-98.6% | $8,021-98.1% | $10,886-98.6% |