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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 | $71,012 | $49,976+42.1% | $66,674+6.5% | $82,637-14.1% |
| Participation rate | 20.0% | 63.1%-43.1pp | 73.7%-53.7pp | 68.1%-48.1pp |
| Annual return | 23.00% | 39.09%-16.1pp | 321.24%-298.2pp | 53.51%-30.5pp |
| Employer contribution / active EE | $220 | $1,988-88.9% | $2,620-91.6% | $2,552-91.4% |
| Participant deferral / active EE | $974 | $2,847-65.8% | $4,084-76.2% | $4,126-76.4% |
| Admin fee / account holder | $141 | $4,594-96.9% | $5,098-97.2% | $7,339-98.1% |