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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 | $33,220 | $90,614-63.3% | $76,089-56.3% | $145,877-77.2% |
| Participation rate | 59.1% | 74.5%-15.4pp | 69.1%-10.0pp | 80.3%-21.2pp |
| Annual return | 14.57% | 623.80%-609.2pp | 360.94%-346.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $566 | $3,324-83.0% | $2,690-79.0% | $4,663-87.9% |
| Participant deferral / active EE | $1,431 | $5,168-72.3% | $4,259-66.4% | $6,691-78.6% |
| Admin fee / account holder | $124 | $8,376-98.5% | $6,418-98.1% | $13,402-99.1% |