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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 | $44,438 | $183,539-75.8% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.76% | 61.31%-46.5pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $885 | $5,315-83.3% | $4,675-81.1% | $4,663-81.0% |
| Participant deferral / active EE | $2,213 | $6,467-65.8% | $5,631-60.7% | $6,689-66.9% |
| Admin fee / account holder | $181 | $19,275-99.1% | $15,885-98.9% | $13,390-98.6% |