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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 | $49,032 | $132,634-63.0% | $115,768-57.6% | $137,256-64.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 22.31% | 160.70%-138.4pp | 100.46%-78.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $474 | $3,360-85.9% | $2,940-83.9% | $4,156-88.6% |
| Participant deferral / active EE | $5,858 | $5,619+4.3% | $4,917+19.1% | $6,407-8.6% |
| Admin fee / account holder | $161 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |