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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 | $27,397 | $175,259-84.4% | $149,723-81.7% | $139,487-80.4% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 314.13% | 166.82%+147.3pp | 134.50%+179.6pp | 373.84%-59.7pp |
| Employer contribution / active EE | $1,067 | $5,478-80.5% | $4,821-77.9% | $4,755-77.6% |
| Participant deferral / active EE | $3,979 | $6,522-39.0% | $5,682-30.0% | $6,713-40.7% |
| Admin fee / account holder | $43 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |