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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 | $24,265 | $129,737-81.3% | $119,126-79.6% | $154,746-84.3% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 19.67% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $903 | $4,375-79.4% | $4,034-77.6% | $4,379-79.4% |
| Participant deferral / active EE | $2,022 | $5,842-65.4% | $5,318-62.0% | $6,730-70.0% |
| Admin fee / account holder | $142 | $11,961-98.8% | $10,693-98.7% | $14,365-99.0% |