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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 | $34,832 | $165,399-78.9% | $149,745-76.7% | $158,982-78.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.09% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $424 | $5,105-91.7% | $4,646-90.9% | $4,763-91.1% |
| Participant deferral / active EE | $5,087 | $7,183-29.2% | $6,843-25.7% | $5,983-15.0% |
| Admin fee / account holder | $22 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |