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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 | $94,892 | $107,368-11.6% | $92,915+2.1% | $152,909-37.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 23.98% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $526 | $4,222-87.5% | $3,653-85.6% | $4,764-89.0% |
| Participant deferral / active EE | $2,257 | $4,848-53.4% | $4,238-46.7% | $5,851-61.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |