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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 | $49,644 | $115,796-57.1% | $101,264-51.0% | $158,950-68.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 30.34% | 56.15%-25.8pp | 46.48%-16.1pp | 302.91%-272.6pp |
| Employer contribution / active EE | $667 | $4,175-84.0% | $3,660-81.8% | $4,762-86.0% |
| Participant deferral / active EE | $6,600 | $4,958+33.1% | $4,370+51.0% | $5,983+10.3% |
| Admin fee / account holder | $274 | $7,247-96.2% | $5,947-95.4% | $11,248-97.6% |