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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 | $38,410 | $157,276-75.6% | $141,177-72.8% | $152,885-74.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.93% | 64.33%-40.4pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $360 | $5,262-93.2% | $4,736-92.4% | $4,763-92.4% |
| Participant deferral / active EE | $4,196 | $7,110-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $139 | $12,123-98.9% | $10,263-98.6% | $11,598-98.8% |