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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 | $84,868 | $157,276-46.0% | $141,177-39.9% | $152,885-44.5% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 17.07% | 64.33%-47.3pp | 71.40%-54.3pp | 345.39%-328.3pp |
| Employer contribution / active EE | $721 | $5,262-86.3% | $4,736-84.8% | $4,763-84.9% |
| Participant deferral / active EE | $3,909 | $7,110-45.0% | $6,710-41.7% | $5,851-33.2% |
| Admin fee / account holder | $173 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |