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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 | $91,504 | $106,894-14.4% | $84,016+8.9% | $152,870-40.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 23.00% | 104.99%-82.0pp | 71.31%-48.3pp | 345.34%-322.3pp |
| Employer contribution / active EE | $230 | $2,734-91.6% | $1,983-88.4% | $4,763-95.2% |
| Participant deferral / active EE | $1,404 | $4,011-65.0% | $3,239-56.6% | $5,850-76.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |