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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 | $47,739 | $157,296-69.7% | $141,191-66.2% | $152,897-68.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 34.01% | 64.34%-30.3pp | 71.41%-37.4pp | 345.43%-311.4pp |
| Employer contribution / active EE | $312 | $5,262-94.1% | $4,736-93.4% | $4,764-93.5% |
| Participant deferral / active EE | $7,020 | $7,111-1.3% | $6,710+4.6% | $5,851+20.0% |
| Admin fee / account holder | $138 | $12,125-98.9% | $10,264-98.7% | $11,599-98.8% |