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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 | $58,158 | $183,627-68.3% | $155,602-62.6% | $145,978-60.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.76% | 61.32%-50.6pp | 64.81%-54.0pp | 550.52%-539.8pp |
| Employer contribution / active EE | $902 | $5,316-83.0% | $4,675-80.7% | $4,662-80.7% |
| Participant deferral / active EE | $3,091 | $6,466-52.2% | $5,629-45.1% | $6,690-53.8% |
| Admin fee / account holder | $66 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |