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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 | $72,154 | $166,020-56.5% | $164,866-56.2% | $145,959-50.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 12.36% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,048 | $5,275-80.1% | $4,343-75.9% | $4,661-77.5% |
| Participant deferral / active EE | $2,439 | $6,961-65.0% | $6,033-59.6% | $6,689-63.5% |
| Admin fee / account holder | $241 | $16,644-98.6% | $12,689-98.1% | $13,398-98.2% |