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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 | $52,817 | $124,330-57.5% | $109,173-51.6% | $167,536-68.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 23.34% | 26.04%-2.7pp | 25.75%-2.4pp | 478.82%-455.5pp |
| Employer contribution / active EE | $534 | $4,209-87.3% | $3,723-85.7% | $4,839-89.0% |
| Participant deferral / active EE | $4,875 | $5,256-7.3% | $4,654+4.8% | $6,342-23.1% |
| Admin fee / account holder | $15 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |