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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 | $56,148 | $129,737-56.7% | $119,126-52.9% | $154,746-63.7% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 15.19% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $528 | $4,375-87.9% | $4,034-86.9% | $4,379-87.9% |
| Participant deferral / active EE | $2,928 | $5,842-49.9% | $5,318-44.9% | $6,730-56.5% |
| Admin fee / account holder | $215 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |