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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 | $62,437 | $129,737-51.9% | $119,126-47.6% | $154,746-59.7% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 19.76% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $680 | $4,375-84.5% | $4,034-83.1% | $4,379-84.5% |
| Participant deferral / active EE | $3,470 | $5,842-40.6% | $5,318-34.7% | $6,730-48.4% |
| Admin fee / account holder | $254 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |