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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 | $72,316 | $154,209-53.1% | $130,062-44.4% | $139,487-48.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 20.41% | 32.52%-12.1pp | -137.37%+157.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $1,050 | $5,292-80.2% | $4,322-75.7% | $4,755-77.9% |
| Participant deferral / active EE | $2,660 | $6,709-60.4% | $5,821-54.3% | $6,713-60.4% |
| Admin fee / account holder | $30 | $13,988-99.8% | $10,601-99.7% | $11,407-99.7% |