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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 | $54,861 | $183,539-70.1% | $155,556-64.7% | $145,897-62.4% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 25.09% | 61.31%-36.2pp | 64.84%-39.7pp | 552.29%-527.2pp |
| Employer contribution / active EE | $698 | $5,315-86.9% | $4,675-85.1% | $4,663-85.0% |
| Participant deferral / active EE | $5,673 | $6,467-12.3% | $5,631+0.7% | $6,689-15.2% |
| Admin fee / account holder | $128 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |