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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 | $65,524 | $106,918-38.7% | $84,021-22.0% | $152,897-57.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 26.18% | 105.01%-78.8pp | 71.32%-45.1pp | 345.43%-319.2pp |
| Employer contribution / active EE | $129 | $2,735-95.3% | $1,984-93.5% | $4,764-97.3% |
| Participant deferral / active EE | $3,223 | $4,012-19.7% | $3,239-0.5% | $5,851-44.9% |
| Admin fee / account holder | $18 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |