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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 | $70,736 | $129,737-45.5% | $119,126-40.6% | $154,746-54.3% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 22.26% | 379.08%-356.8pp | 282.11%-259.9pp | 172.34%-150.1pp |
| Employer contribution / active EE | $868 | $4,375-80.2% | $4,034-78.5% | $4,379-80.2% |
| Participant deferral / active EE | $3,071 | $5,842-47.4% | $5,318-42.3% | $6,730-54.4% |
| Admin fee / account holder | $262 | $11,961-97.8% | $10,693-97.6% | $14,365-98.2% |