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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 | $40,091 | $201,344-80.1% | $184,243-78.2% | $145,877-72.5% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 20.05% | 29.01%-9.0pp | 28.82%-8.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,455 | $7,022-79.3% | $6,427-77.4% | $4,663-68.8% |
| Participant deferral / active EE | $4,359 | $9,807-55.5% | $9,132-52.3% | $6,691-34.8% |
| Admin fee / account holder | $185 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |