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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 | $48,543 | $107,353-54.8% | $92,903-47.7% | $152,885-68.2% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 32.94% | 145.62%-112.7pp | 109.43%-76.5pp | 345.39%-312.4pp |
| Employer contribution / active EE | $323 | $4,222-92.4% | $3,653-91.2% | $4,763-93.2% |
| Participant deferral / active EE | $2,650 | $4,848-45.3% | $4,238-37.5% | $5,851-54.7% |
| Admin fee / account holder | $275 | $7,081-96.1% | $5,795-95.3% | $11,598-97.6% |