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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 | $129,737-71.1% | $119,126-68.5% | $154,746-75.7% |
| Participation rate | 23.1% | 78.9%-55.8pp | 75.8%-52.7pp | 80.7%-57.6pp |
| Annual return | 15.90% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $210 | $4,375-95.2% | $4,034-94.8% | $4,379-95.2% |
| Participant deferral / active EE | $2,211 | $5,842-62.2% | $5,318-58.4% | $6,730-67.2% |
| Admin fee / account holder | $156 | $11,961-98.7% | $10,693-98.5% | $14,365-98.9% |