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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 | $120,823 | $148,582-18.7% | $135,942-11.1% | $139,456-13.4% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 75.17% | 79.26%-4.1pp | 68.28%+6.9pp | 373.45%-298.3pp |
| Employer contribution / active EE | $577 | $5,245-89.0% | $4,858-88.1% | $4,753-87.9% |
| Participant deferral / active EE | $5,338 | $8,101-34.1% | $7,759-31.2% | $6,711-20.5% |
| Admin fee / account holder | $35 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |