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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 | $47,508 | $196,972-75.9% | $182,262-73.9% | $198,609-76.1% |
| Participation rate | 35.3% | 85.7%-50.4pp | 84.2%-48.9pp | 82.4%-47.1pp |
| Annual return | 24.08% | 158.27%-134.2pp | 140.60%-116.5pp | 202.70%-178.6pp |
| Employer contribution / active EE | $1,330 | $5,364-75.2% | $5,046-73.6% | $5,055-73.7% |
| Participant deferral / active EE | $4,799 | $8,643-44.5% | $8,276-42.0% | $6,977-31.2% |
| Admin fee / account holder | $205 | $18,429-98.9% | $16,712-98.8% | $19,030-98.9% |