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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 | $76,388 | $93,345-18.2% | $119,126-35.9% | $87,485-12.7% |
| Participation rate | 22.2% | 68.7%-46.5pp | 75.8%-53.5pp | 68.9%-46.7pp |
| Annual return | 15.72% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.3pp |
| Employer contribution / active EE | $467 | $3,172-85.3% | $4,034-88.4% | $2,596-82.0% |
| Participant deferral / active EE | $1,924 | $4,099-53.1% | $5,318-63.8% | $4,274-55.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |