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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 | $72,247 | $112,915-36.0% | $90,965-20.6% | $158,950-54.5% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 17.51% | 215.75%-198.2pp | 134.57%-117.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $249 | $2,894-91.4% | $2,122-88.3% | $4,762-94.8% |
| Participant deferral / active EE | $2,024 | $4,128-51.0% | $3,373-40.0% | $5,983-66.2% |
| Admin fee / account holder | $6 | $8,044-99.9% | $5,960-99.9% | $11,248-99.9% |