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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 | $34,402 | $183,539-81.3% | $155,556-77.9% | $145,897-76.4% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 10.32% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $798 | $5,315-85.0% | $4,675-82.9% | $4,663-82.9% |
| Participant deferral / active EE | $2,781 | $6,467-57.0% | $5,631-50.6% | $6,689-58.4% |
| Admin fee / account holder | $247 | $19,275-98.7% | $15,885-98.4% | $13,390-98.2% |