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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 | $96,083 | $148,623-35.4% | $135,974-29.3% | $139,466-31.1% |
| Participation rate | 35.0% | 83.9%-48.9pp | 81.9%-46.9pp | 80.3%-45.3pp |
| Annual return | 21.65% | 79.30%-57.6pp | 68.30%-46.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $856 | $5,246-83.7% | $4,859-82.4% | $4,754-82.0% |
| Participant deferral / active EE | $3,009 | $8,103-62.9% | $7,760-61.2% | $6,712-55.2% |
| Admin fee / account holder | $167 | $12,406-98.7% | $10,767-98.4% | $11,409-98.5% |