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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 | $37,544 | $111,535-66.3% | $105,223-64.3% | $137,256-72.6% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 15.90% | 237.85%-222.0pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $210 | $3,939-94.7% | $3,689-94.3% | $4,156-95.0% |
| Participant deferral / active EE | $2,211 | $5,500-59.8% | $5,072-56.4% | $6,407-65.5% |
| Admin fee / account holder | $156 | $9,721-98.4% | $8,859-98.2% | $12,270-98.7% |