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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 | $64,845 | $129,737-50.0% | $119,126-45.6% | $154,746-58.1% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 21.58% | 379.08%-357.5pp | 282.11%-260.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $779 | $4,375-82.2% | $4,034-80.7% | $4,379-82.2% |
| Participant deferral / active EE | $2,421 | $5,842-58.6% | $5,318-54.5% | $6,730-64.0% |
| Admin fee / account holder | $284 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |