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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 | $72,237 | $103,393-30.1% | $87,103-17.1% | $152,909-52.8% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 18.94% | 28.10%-9.2pp | 28.19%-9.3pp | 345.46%-326.5pp |
| Employer contribution / active EE | $328 | $3,221-89.8% | $2,521-87.0% | $4,764-93.1% |
| Participant deferral / active EE | $3,113 | $4,778-34.8% | $4,049-23.1% | $5,851-46.8% |
| Admin fee / account holder | $219 | $12,195-98.2% | $7,491-97.1% | $11,601-98.1% |