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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 | $72,319 | $172,111-58.0% | $150,298-51.9% | $137,256-47.3% |
| Participation rate | 29.2% | 81.7%-52.5pp | 77.8%-48.6pp | 80.0%-50.8pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $618 | $4,636-86.7% | $4,154-85.1% | $4,156-85.1% |
| Participant deferral / active EE | $1,780 | $6,166-71.1% | $5,453-67.4% | $6,407-72.2% |
| Admin fee / account holder | $31 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |