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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 | $70,529 | $160,040-55.9% | $147,096-52.1% | $145,877-51.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.91% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $990 | $5,289-81.3% | $4,936-79.9% | $4,663-78.8% |
| Participant deferral / active EE | $5,168 | $8,429-38.7% | $8,071-36.0% | $6,691-22.8% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |