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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 | $129,737-59.4% | $119,126-55.8% | $154,746-66.0% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 20.89% | 379.08%-358.2pp | 282.11%-261.2pp | 172.34%-151.4pp |
| Employer contribution / active EE | $350 | $4,375-92.0% | $4,034-91.3% | $4,379-92.0% |
| Participant deferral / active EE | $2,689 | $5,842-54.0% | $5,318-49.4% | $6,730-60.0% |
| Admin fee / account holder | $206 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |