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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 | $70,079 | $196,972-64.4% | $182,262-61.6% | $198,609-64.7% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 19.10% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $581 | $5,364-89.2% | $5,046-88.5% | $5,055-88.5% |
| Participant deferral / active EE | $4,408 | $8,643-49.0% | $8,276-46.7% | $6,977-36.8% |
| Admin fee / account holder | $156 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |