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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 | $74,627 | $116,203-35.8% | $93,621-20.3% | $152,909-51.2% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.8%-38.3pp | 82.5%-45.0pp |
| Annual return | 22.44% | 35.96%-13.5pp | 32.76%-10.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $184 | $3,219-94.3% | $2,719-93.2% | $4,764-96.1% |
| Participant deferral / active EE | $1,370 | $4,605-70.3% | $4,070-66.3% | $5,851-76.6% |
| Admin fee / account holder | $220 | $10,751-98.0% | $7,890-97.2% | $11,601-98.1% |