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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 | $47,595 | $129,737-63.3% | $119,126-60.0% | $154,746-69.2% |
| Participation rate | 30.8% | 78.9%-48.1pp | 75.8%-45.0pp | 80.7%-49.9pp |
| Annual return | 17.73% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $895 | $4,375-79.5% | $4,034-77.8% | $4,379-79.6% |
| Participant deferral / active EE | $2,754 | $5,842-52.9% | $5,318-48.2% | $6,730-59.1% |
| Admin fee / account holder | $40 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |