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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 | $51,631 | $111,814-53.8% | $93,654-44.9% | $145,959-64.6% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 20.21% | 203.30%-183.1pp | 133.34%-113.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $432 | $3,092-86.0% | $2,421-82.1% | $4,661-90.7% |
| Participant deferral / active EE | $3,779 | $4,914-23.1% | $4,413-14.4% | $6,689-43.5% |
| Admin fee / account holder | $152 | $10,246-98.5% | $8,282-98.2% | $13,398-98.9% |