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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 | $59,430 | $168,635-64.8% | $147,617-59.7% | $125,389-52.6% |
| Participation rate | 59.1% | 88.8%-29.7pp | 84.6%-25.5pp | 83.2%-24.1pp |
| Annual return | -2.97% | 77.65%-80.6pp | 61.98%-65.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $833 | $6,252-86.7% | $5,564-85.0% | $4,866-82.9% |
| Participant deferral / active EE | $3,234 | $5,507-41.3% | $4,895-33.9% | $5,352-39.6% |
| Admin fee / account holder | $147 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |