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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 | $53,806 | $129,737-58.5% | $119,126-54.8% | $154,746-65.2% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 12.88% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $777 | $4,375-82.2% | $4,034-80.7% | $4,379-82.2% |
| Participant deferral / active EE | $3,028 | $5,842-48.2% | $5,318-43.1% | $6,730-55.0% |
| Admin fee / account holder | $253 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |