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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 | $98,742 | $154,209-36.0% | $130,062-24.1% | $139,487-29.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 17.93% | 32.52%-14.6pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $762 | $5,292-85.6% | $4,322-82.4% | $4,755-84.0% |
| Participant deferral / active EE | $2,510 | $6,709-62.6% | $5,821-56.9% | $6,713-62.6% |
| Admin fee / account holder | $241 | $13,988-98.3% | $10,601-97.7% | $11,407-97.9% |