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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 | $84,688 | $157,304-46.2% | $141,197-40.0% | $152,909-44.6% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.5%-64.3pp |
| Annual return | 24.71% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $629 | $5,263-88.0% | $4,736-86.7% | $4,764-86.8% |
| Participant deferral / active EE | $4,000 | $7,111-43.7% | $6,710-40.4% | $5,851-31.6% |
| Admin fee / account holder | $242 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |