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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 | $58,656 | $157,296-62.7% | $141,191-58.5% | $152,897-61.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 39.03% | 64.34%-25.3pp | 71.41%-32.4pp | 345.43%-306.4pp |
| Employer contribution / active EE | $696 | $5,262-86.8% | $4,736-85.3% | $4,764-85.4% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $232 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |