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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 | $89,878 | $175,257-48.7% | $149,717-40.0% | $139,456-35.6% |
| Participation rate | 38.9% | 83.4%-44.5pp | 78.8%-39.9pp | 80.3%-41.4pp |
| Annual return | 32.60% | 166.70%-134.1pp | 134.41%-101.8pp | 373.45%-340.9pp |
| Employer contribution / active EE | $562 | $5,477-89.7% | $4,820-88.3% | $4,753-88.2% |
| Participant deferral / active EE | $2,190 | $6,521-66.4% | $5,682-61.4% | $6,711-67.4% |
| Admin fee / account holder | $278 | $16,156-98.3% | $13,213-97.9% | $11,407-97.6% |