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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 | $85,259 | $201,344-57.7% | $184,243-53.7% | $145,877-41.6% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 19.93% | 29.01%-9.1pp | 28.82%-8.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,278 | $7,022-81.8% | $6,427-80.1% | $4,663-72.6% |
| Participant deferral / active EE | $7,423 | $9,807-24.3% | $9,132-18.7% | $6,691+10.9% |
| Admin fee / account holder | $192 | $16,382-98.8% | $13,914-98.6% | $13,402-98.6% |