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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 | $40,799 | $105,158-61.2% | $94,672-56.9% | $139,487-70.8% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 15.39% | 38.11%-22.7pp | 156.89%-141.5pp | 373.84%-358.4pp |
| Employer contribution / active EE | $281 | $4,107-93.2% | $3,673-92.3% | $4,755-94.1% |
| Participant deferral / active EE | $4,479 | $7,599-41.1% | $7,417-39.6% | $6,713-33.3% |
| Admin fee / account holder | $68 | $8,972-99.2% | $7,222-99.1% | $11,407-99.4% |