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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 | $57,545 | $115,814-50.3% | $101,275-43.2% | $158,982-63.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 26.96% | 56.16%-29.2pp | 46.48%-19.5pp | 302.99%-276.0pp |
| Employer contribution / active EE | $557 | $4,176-86.7% | $3,660-84.8% | $4,763-88.3% |
| Participant deferral / active EE | $2,229 | $4,958-55.0% | $4,371-49.0% | $5,983-62.7% |
| Admin fee / account holder | $62 | $7,249-99.1% | $5,948-99.0% | $11,252-99.5% |