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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 | $104,744 | $166,242-37.0% | $165,071-36.5% | $145,884-28.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 9.06% | 100.44%-91.4pp | 70.17%-61.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $736 | $5,283-86.1% | $4,347-83.1% | $4,662-84.2% |
| Participant deferral / active EE | $2,342 | $6,964-66.4% | $6,035-61.2% | $6,690-65.0% |
| Admin fee / account holder | $100 | $16,658-99.4% | $12,695-99.2% | $13,392-99.3% |