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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 | $183,627-70.1% | $155,602-64.7% | $145,978-62.4% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 25.09% | 61.32%-36.2pp | 64.81%-39.7pp | 550.52%-525.4pp |
| Employer contribution / active EE | $698 | $5,316-86.9% | $4,675-85.1% | $4,662-85.0% |
| Participant deferral / active EE | $5,673 | $6,466-12.3% | $5,629+0.8% | $6,690-15.2% |
| Admin fee / account holder | $128 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |