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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 | $35,700 | $115,796-69.2% | $101,264-64.7% | $158,950-77.5% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 16.96% | 56.15%-39.2pp | 46.48%-29.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $303 | $4,175-92.8% | $3,660-91.7% | $4,762-93.6% |
| Participant deferral / active EE | $2,372 | $4,958-52.2% | $4,370-45.7% | $5,983-60.4% |
| Admin fee / account holder | $18 | $7,247-99.8% | $5,947-99.7% | $11,248-99.8% |