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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 | $38,185 | $107,368-64.4% | $92,915-58.9% | $152,909-75.0% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.5%-51.7pp |
| Annual return | 21.97% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $734 | $4,222-82.6% | $3,653-79.9% | $4,764-84.6% |
| Participant deferral / active EE | $2,539 | $4,848-47.6% | $4,238-40.1% | $5,851-56.6% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |