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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 | $40,179 | $125,184-67.9% | $105,607-62.0% | $145,884-72.5% |
| Participation rate | 26.7% | 77.6%-51.0pp | 75.3%-48.6pp | 80.3%-53.6pp |
| Annual return | 12.50% | 225.00%-212.5pp | 116.11%-103.6pp | 551.85%-539.4pp |
| Employer contribution / active EE | $628 | $3,720-83.1% | $3,167-80.2% | $4,662-86.5% |
| Participant deferral / active EE | $2,664 | $5,714-53.4% | $5,011-46.8% | $6,690-60.2% |
| Admin fee / account holder | $151 | $17,133-99.1% | $10,958-98.6% | $13,392-98.9% |