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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 | $27,505 | $111,535-75.3% | $105,223-73.9% | $137,256-80.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 19.66% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $750 | $3,939-81.0% | $3,689-79.7% | $4,156-82.0% |
| Participant deferral / active EE | $2,223 | $5,500-59.6% | $5,072-56.2% | $6,407-65.3% |
| Admin fee / account holder | $100 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |