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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 | $68,083 | $124,351-45.2% | $109,188-37.6% | $167,553-59.4% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 19.90% | 26.04%-6.1pp | 25.76%-5.9pp | 478.89%-459.0pp |
| Employer contribution / active EE | $549 | $4,210-87.0% | $3,723-85.3% | $4,840-88.7% |
| Participant deferral / active EE | $2,570 | $5,257-51.1% | $4,654-44.8% | $6,343-59.5% |
| Admin fee / account holder | $108 | $7,975-98.7% | $6,755-98.4% | $12,316-99.1% |