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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 | $27,417 | $148,582-81.5% | $135,942-79.8% | $139,456-80.3% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 276.86% | 79.26%+197.6pp | 68.28%+208.6pp | 373.45%-96.6pp |
| Employer contribution / active EE | $980 | $5,245-81.3% | $4,858-79.8% | $4,753-79.4% |
| Participant deferral / active EE | $2,734 | $8,101-66.2% | $7,759-64.8% | $6,711-59.3% |
| Admin fee / account holder | $228 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |