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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 | $59,072 | $115,810-49.0% | $101,271-41.7% | $158,966-62.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 12.84% | 56.15%-43.3pp | 46.48%-33.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $541 | $4,175-87.0% | $3,660-85.2% | $4,762-88.6% |
| Participant deferral / active EE | $2,287 | $4,958-53.9% | $4,371-47.7% | $5,983-61.8% |
| Admin fee / account holder | $21 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |