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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 | $103,186 | $160,028-35.5% | $147,080-29.8% | $145,884-29.3% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 11.00% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $988 | $5,286-81.3% | $4,933-80.0% | $4,662-78.8% |
| Participant deferral / active EE | $4,320 | $8,422-48.7% | $8,066-46.4% | $6,690-35.4% |
| Admin fee / account holder | $166 | $15,030-98.9% | $12,989-98.7% | $13,392-98.8% |