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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 | $69,150 | $150,346-54.0% | $120,524-42.6% | $145,877-52.6% |
| Participation rate | 10.0% | 78.8%-68.8pp | 71.9%-61.9pp | 80.3%-70.3pp |
| Annual return | 20.10% | 154.40%-134.3pp | 107.36%-87.3pp | 551.28%-531.2pp |
| Employer contribution / active EE | $476 | $4,353-89.1% | $3,469-86.3% | $4,663-89.8% |
| Participant deferral / active EE | $2,977 | $6,172-51.8% | $4,994-40.4% | $6,691-55.5% |
| Admin fee / account holder | $239 | $12,215-98.0% | $9,440-97.5% | $13,402-98.2% |