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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 | $106,285 | $129,737-18.1% | $119,126-10.8% | $154,746-31.3% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 17.84% | 379.08%-361.2pp | 282.11%-264.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $836 | $4,375-80.9% | $4,034-79.3% | $4,379-80.9% |
| Participant deferral / active EE | $2,832 | $5,842-51.5% | $5,318-46.7% | $6,730-57.9% |
| Admin fee / account holder | $224 | $11,961-98.1% | $10,693-97.9% | $14,365-98.4% |