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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 | $80,839 | $99,921-19.1% | $85,009-4.9% | $145,959-44.6% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 14.61% | 83.89%-69.3pp | 66.47%-51.9pp | 561.95%-547.3pp |
| Employer contribution / active EE | $304 | $3,233-90.6% | $2,728-88.9% | $4,661-93.5% |
| Participant deferral / active EE | $2,486 | $5,293-53.0% | $4,522-45.0% | $6,689-62.8% |
| Admin fee / account holder | $184 | $7,252-97.5% | $6,153-97.0% | $13,398-98.6% |