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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 | $82,987 | $289,211-71.3% | $260,467-68.1% | $198,609-58.2% |
| Participation rate | 57.1% | 83.1%-26.0pp | 80.5%-23.3pp | 82.4%-25.2pp |
| Annual return | 17.42% | 112.90%-95.5pp | 100.60%-83.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $361 | $4,663-92.3% | $4,239-91.5% | $5,055-92.9% |
| Participant deferral / active EE | $2,565 | $6,812-62.3% | $6,319-59.4% | $6,977-63.2% |
| Admin fee / account holder | $61 | $16,236-99.6% | $15,461-99.6% | $19,030-99.7% |