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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 | $56,489 | $102,938-45.1% | $94,105-40.0% | $138,895-59.3% |
| Participation rate | 20.0% | 74.6%-54.6pp | 71.9%-51.9pp | 79.9%-59.9pp |
| Annual return | 20.95% | 250.28%-229.3pp | 204.55%-183.6pp | 145.39%-124.4pp |
| Employer contribution / active EE | $141 | $2,732-94.8% | $2,504-94.4% | $4,194-96.6% |
| Participant deferral / active EE | $3,100 | $4,196-26.1% | $3,881-20.1% | $6,396-51.5% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |