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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 | $70,087 | $63,346+10.6% | $92,239-24.0% | $70,124-0.1% |
| Participation rate | 37.5% | 68.7%-31.2pp | 76.5%-39.0pp | 69.5%-32.0pp |
| Annual return | 16.01% | 530.19%-514.2pp | 176.29%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $360 | $2,471-85.4% | $3,680-90.2% | $2,342-84.6% |
| Participant deferral / active EE | $1,322 | $2,854-53.7% | $3,897-66.1% | $3,332-60.3% |
| Admin fee / account holder | $192 | $3,841-95.0% | $5,194-96.3% | $4,645-95.9% |