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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 | $117,769 | $150,412-21.7% | $120,574-2.3% | $145,884-19.3% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 14.46% | 154.50%-140.0pp | 107.42%-93.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $592 | $4,355-86.4% | $3,471-82.9% | $4,662-87.3% |
| Participant deferral / active EE | $2,079 | $6,175-66.3% | $4,996-58.4% | $6,690-68.9% |
| Admin fee / account holder | $7 | $12,224-99.9% | $9,445-99.9% | $13,392-99.9% |