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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 | $89,373 | $112,933-20.9% | $90,970-1.8% | $158,982-43.8% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 13.36% | 215.82%-202.5pp | 134.60%-121.2pp | 302.99%-289.6pp |
| Employer contribution / active EE | $209 | $2,893-92.8% | $2,122-90.1% | $4,763-95.6% |
| Participant deferral / active EE | $1,380 | $4,128-66.6% | $3,373-59.1% | $5,983-76.9% |
| Admin fee / account holder | $244 | $8,047-97.0% | $5,961-95.9% | $11,252-97.8% |