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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 | $64,257 | $166,089-61.3% | $164,928-61.0% | $145,978-56.0% |
| Participation rate | 9.5% | 82.0%-72.5pp | 78.6%-69.1pp | 80.3%-70.8pp |
| Annual return | 11.10% | 100.26%-89.2pp | 70.08%-59.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $360 | $5,276-93.2% | $4,343-91.7% | $4,662-92.3% |
| Participant deferral / active EE | $2,095 | $6,961-69.9% | $6,034-65.3% | $6,690-68.7% |
| Admin fee / account holder | $220 | $16,641-98.7% | $12,684-98.3% | $13,400-98.4% |