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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 | $144,549 | $166,131-13.0% | $164,975-12.4% | $145,877-0.9% |
| Participation rate | 21.7% | 82.0%-60.3pp | 78.6%-56.9pp | 80.3%-58.6pp |
| Annual return | 12.92% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $562 | $5,276-89.3% | $4,343-87.1% | $4,663-87.9% |
| Participant deferral / active EE | $2,248 | $6,962-67.7% | $6,033-62.7% | $6,691-66.4% |
| Admin fee / account holder | $6 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |