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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 | $119,679 | $166,131-28.0% | $164,975-27.5% | $145,877-18.0% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 17.02% | 100.37%-83.3pp | 70.12%-53.1pp | 551.28%-534.3pp |
| Employer contribution / active EE | $321 | $5,276-93.9% | $4,343-92.6% | $4,663-93.1% |
| Participant deferral / active EE | $2,951 | $6,962-57.6% | $6,033-51.1% | $6,691-55.9% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |