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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 | $16,578 | $114,119-85.5% | $107,187-84.5% | $138,895-88.1% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.7pp | 79.9%-44.6pp |
| Annual return | 16.45% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $125 | $4,059-96.9% | $3,782-96.7% | $4,194-97.0% |
| Participant deferral / active EE | $1,831 | $5,538-66.9% | $5,096-64.1% | $6,396-71.4% |
| Admin fee / account holder | $162 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |