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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 | $87,844 | $152,612-42.4% | $125,192-29.8% | $152,897-42.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 22.88% | 54.85%-32.0pp | 43.79%-20.9pp | 345.43%-322.6pp |
| Employer contribution / active EE | $924 | $4,947-81.3% | $3,866-76.1% | $4,764-80.6% |
| Participant deferral / active EE | $4,375 | $5,868-25.4% | $4,937-11.4% | $5,851-25.2% |
| Admin fee / account holder | $10 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |