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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 | $53,382 | $107,368-50.3% | $92,915-42.5% | $152,909-65.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 22.09% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $249 | $4,222-94.1% | $3,653-93.2% | $4,764-94.8% |
| Participant deferral / active EE | $3,642 | $4,848-24.9% | $4,238-14.1% | $5,851-37.8% |
| Admin fee / account holder | $146 | $7,082-97.9% | $5,796-97.5% | $11,601-98.7% |