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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 | $49,714 | $126,661-60.8% | $113,397-56.2% | $138,895-64.2% |
| Participation rate | 19.0% | 79.4%-60.4pp | 76.5%-57.4pp | 79.9%-60.9pp |
| Annual return | 19.97% | 25.05%-5.1pp | 23.20%-3.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $550 | $3,456-84.1% | $2,977-81.5% | $4,194-86.9% |
| Participant deferral / active EE | $2,245 | $5,693-60.6% | $5,076-55.8% | $6,396-64.9% |
| Admin fee / account holder | $19 | $14,549-99.9% | $11,957-99.8% | $12,562-99.9% |