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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 | $33,342 | $177,353-81.2% | $158,226-78.9% | $198,609-83.2% |
| Participation rate | 38.1% | 77.0%-38.9pp | 74.8%-36.7pp | 82.4%-44.3pp |
| Annual return | 18.51% | 599.50%-581.0pp | 501.41%-482.9pp | 202.70%-184.2pp |
| Employer contribution / active EE | $377 | $3,239-88.4% | $2,986-87.4% | $5,055-92.5% |
| Participant deferral / active EE | $1,638 | $4,615-64.5% | $4,317-62.1% | $6,977-76.5% |
| Admin fee / account holder | $24 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |