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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 | $52,628 | $111,535-52.8% | $105,223-50.0% | $137,256-61.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 20.89% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $350 | $3,939-91.1% | $3,689-90.5% | $4,156-91.6% |
| Participant deferral / active EE | $2,689 | $5,500-51.1% | $5,072-47.0% | $6,407-58.0% |
| Admin fee / account holder | $206 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |