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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 | $96,394 | $160,040-39.8% | $147,096-34.5% | $145,877-33.9% |
| Participation rate | 29.2% | 84.0%-54.9pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 16.72% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $436 | $5,289-91.8% | $4,936-91.2% | $4,663-90.6% |
| Participant deferral / active EE | $3,197 | $8,429-62.1% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $72 | $15,050-99.5% | $13,005-99.4% | $13,402-99.5% |