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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 | $56,239 | $183,592-69.4% | $155,567-63.8% | $145,959-61.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 79.71% | 61.24%+18.5pp | 64.74%+15.0pp | 561.95%-482.2pp |
| Employer contribution / active EE | $737 | $5,315-86.1% | $4,674-84.2% | $4,661-84.2% |
| Participant deferral / active EE | $3,234 | $6,464-50.0% | $5,628-42.5% | $6,689-51.6% |
| Admin fee / account holder | $141 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |