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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 | $39,503 | $111,535-64.6% | $105,223-62.5% | $137,256-71.2% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 25.58% | 237.85%-212.3pp | 180.65%-155.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $591 | $3,939-85.0% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $1,700 | $5,500-69.1% | $5,072-66.5% | $6,407-73.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |