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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 | $57,990 | $111,878-48.2% | $93,727-38.1% | $145,897-60.3% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 14.62% | 204.28%-189.7pp | 133.83%-119.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $464 | $3,092-85.0% | $2,421-80.9% | $4,663-90.1% |
| Participant deferral / active EE | $1,189 | $4,920-75.8% | $4,417-73.1% | $6,689-82.2% |
| Admin fee / account holder | $229 | $10,256-97.8% | $8,292-97.2% | $13,390-98.3% |