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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 | $60,244 | $108,882-44.7% | $96,754-37.7% | $154,746-61.1% |
| Participation rate | 17.4% | 75.1%-57.7pp | 70.3%-52.9pp | 80.7%-63.3pp |
| Annual return | 18.79% | 98.39%-79.6pp | 82.04%-63.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $202 | $3,018-93.3% | $2,679-92.5% | $4,379-95.4% |
| Participant deferral / active EE | $1,455 | $5,323-72.7% | $4,758-69.4% | $6,730-78.4% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |