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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 | $35,938 | $110,410-67.5% | $102,437-64.9% | $145,897-75.4% |
| Participation rate | 19.0% | 77.9%-58.9pp | 74.5%-55.5pp | 80.3%-61.3pp |
| Annual return | 85.63% | 24.85%+60.8pp | 24.95%+60.7pp | 552.29%-466.7pp |
| Employer contribution / active EE | $607 | $4,217-85.6% | $3,871-84.3% | $4,663-87.0% |
| Participant deferral / active EE | $1,735 | $5,622-69.1% | $5,060-65.7% | $6,689-74.1% |
| Admin fee / account holder | $166 | $9,745-98.3% | $8,388-98.0% | $13,390-98.8% |