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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 | $129,737-62.4% | $119,126-59.1% | $154,746-68.5% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 21.03% | 379.08%-358.0pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $257 | $4,375-94.1% | $4,034-93.6% | $4,379-94.1% |
| Participant deferral / active EE | $6,885 | $5,842+17.9% | $5,318+29.5% | $6,730+2.3% |
| Admin fee / account holder | $96 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |