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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 | $208,088-60.1% | $186,193-55.4% | $154,746-46.4% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 17.42% | 89.97%-72.5pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $361 | $4,340-91.7% | $3,918-90.8% | $4,379-91.8% |
| Participant deferral / active EE | $2,565 | $7,078-63.8% | $6,513-60.6% | $6,730-61.9% |
| Admin fee / account holder | $61 | $11,698-99.5% | $11,058-99.5% | $14,365-99.6% |