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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 | $68,731 | $129,737-47.0% | $119,126-42.3% | $154,746-55.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.45% | 379.08%-361.6pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $945 | $4,375-78.4% | $4,034-76.6% | $4,379-78.4% |
| Participant deferral / active EE | $8,357 | $5,842+43.0% | $5,318+57.1% | $6,730+24.2% |
| Admin fee / account holder | $281 | $11,961-97.7% | $10,693-97.4% | $14,365-98.0% |