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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 | $28,886 | $183,627-84.3% | $155,602-81.4% | $145,978-80.2% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 15.22% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $591 | $5,316-88.9% | $4,675-87.3% | $4,662-87.3% |
| Participant deferral / active EE | $2,356 | $6,466-63.6% | $5,629-58.1% | $6,690-64.8% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |