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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 | $39,591 | $183,627-78.4% | $155,602-74.6% | $145,978-72.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 24.16% | 61.32%-37.2pp | 64.81%-40.6pp | 550.52%-526.4pp |
| Employer contribution / active EE | $529 | $5,316-90.0% | $4,675-88.7% | $4,662-88.6% |
| Participant deferral / active EE | $6,148 | $6,466-4.9% | $5,629+9.2% | $6,690-8.1% |
| Admin fee / account holder | $149 | $19,327-99.2% | $15,923-99.1% | $13,400-98.9% |