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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 | $57,625 | $124,346-53.7% | $111,306-48.2% | $167,553-65.6% |
| Participation rate | 9.1% | 79.6%-70.5pp | 77.3%-68.2pp | 82.1%-73.0pp |
| Annual return | 20.28% | 37.46%-17.2pp | 54.67%-34.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $511 | $3,438-85.1% | $2,732-81.3% | $4,840-89.4% |
| Participant deferral / active EE | $1,765 | $5,182-65.9% | $4,488-60.7% | $6,343-72.2% |
| Admin fee / account holder | $183 | $10,623-98.3% | $7,966-97.7% | $12,316-98.5% |