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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 | $39,891 | $111,535-64.2% | $105,223-62.1% | $137,256-70.9% |
| Participation rate | 18.2% | 78.1%-59.9pp | 75.0%-56.9pp | 80.0%-61.8pp |
| Annual return | 28.51% | 237.85%-209.3pp | 180.65%-152.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $528 | $3,939-86.6% | $3,689-85.7% | $4,156-87.3% |
| Participant deferral / active EE | $3,709 | $5,500-32.6% | $5,072-26.9% | $6,407-42.1% |
| Admin fee / account holder | $114 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |