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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 | $84,020 | $106,923-21.4% | $84,0230% | $152,909-45.1% |
| Participation rate | 40.0% | 75.3%-35.3pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 13.33% | 105.02%-91.7pp | 71.32%-58.0pp | 345.46%-332.1pp |
| Employer contribution / active EE | $159 | $2,735-94.2% | $1,984-92.0% | $4,764-96.7% |
| Participant deferral / active EE | $1,473 | $4,013-63.3% | $3,239-54.5% | $5,851-74.8% |
| Admin fee / account holder | $101 | $8,289-98.8% | $6,102-98.4% | $11,601-99.1% |