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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 | $106,923-14.4% | $84,023+8.9% | $152,909-40.2% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 23.00% | 105.02%-82.0pp | 71.32%-48.3pp | 345.46%-322.5pp |
| Employer contribution / active EE | $230 | $2,735-91.6% | $1,984-88.4% | $4,764-95.2% |
| Participant deferral / active EE | $1,404 | $4,013-65.0% | $3,239-56.7% | $5,851-76.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |