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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 | $125,730 | $129,737-3.1% | $119,126+5.5% | $154,746-18.8% |
| Participation rate | 52.9% | 78.9%-25.9pp | 75.8%-22.8pp | 80.7%-27.8pp |
| Annual return | 15.84% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $813 | $4,375-81.4% | $4,034-79.9% | $4,379-81.4% |
| Participant deferral / active EE | $3,251 | $5,842-44.4% | $5,318-38.9% | $6,730-51.7% |
| Admin fee / account holder | $56 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |