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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 | $50,684 | $165,381-69.4% | $149,730-66.1% | $158,966-68.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.60% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $531 | $5,104-89.6% | $4,645-88.6% | $4,762-88.8% |
| Participant deferral / active EE | $2,971 | $7,182-58.6% | $6,843-56.6% | $5,983-50.4% |
| Admin fee / account holder | $140 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |