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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 | $22,972 | $165,399-86.1% | $149,745-84.7% | $158,982-85.6% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 14.59% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $873 | $5,105-82.9% | $4,646-81.2% | $4,763-81.7% |
| Participant deferral / active EE | $3,742 | $7,183-47.9% | $6,843-45.3% | $5,983-37.5% |
| Admin fee / account holder | $136 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |