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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 | $90,766 | $209,425-56.7% | $178,499-49.2% | $158,966-42.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.64% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $633 | $5,707-88.9% | $5,011-87.4% | $4,762-86.7% |
| Participant deferral / active EE | $4,367 | $5,955-26.7% | $5,202-16.1% | $5,983-27.0% |
| Admin fee / account holder | $13 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |