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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 | $59,766 | $100,139-40.3% | $85,187-29.8% | $145,884-59.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 11.15% | 84.15%-73.0pp | 66.67%-55.5pp | 551.85%-540.7pp |
| Employer contribution / active EE | $121 | $3,238-96.3% | $2,732-95.6% | $4,662-97.4% |
| Participant deferral / active EE | $1,022 | $5,296-80.7% | $4,525-77.4% | $6,690-84.7% |
| Admin fee / account holder | $258 | $7,262-96.4% | $6,162-95.8% | $13,392-98.1% |