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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 | $94,502 | $157,296-39.9% | $141,191-33.1% | $152,897-38.2% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 16.33% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $447 | $5,262-91.5% | $4,736-90.6% | $4,764-90.6% |
| Participant deferral / active EE | $3,569 | $7,111-49.8% | $6,710-46.8% | $5,851-39.0% |
| Admin fee / account holder | $11 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |