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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 | $48,782 | $111,535-56.3% | $105,223-53.6% | $137,256-64.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 21.03% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $257 | $3,939-93.5% | $3,689-93.0% | $4,156-93.8% |
| Participant deferral / active EE | $6,885 | $5,500+25.2% | $5,072+35.8% | $6,407+7.5% |
| Admin fee / account holder | $96 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |