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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 | $132,099-62.9% | $115,599-57.6% | $138,895-64.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 22.31% | 176.76%-154.5pp | 111.10%-88.8pp | 145.39%-123.1pp |
| Employer contribution / active EE | $474 | $3,416-86.1% | $2,955-84.0% | $4,194-88.7% |
| Participant deferral / active EE | $5,858 | $5,617+4.3% | $4,889+19.8% | $6,396-8.4% |
| Admin fee / account holder | $161 | $15,650-99.0% | $12,841-98.7% | $12,562-98.7% |