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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 | $51,620 | $166,242-68.9% | $165,071-68.7% | $145,884-64.6% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 13.04% | 100.44%-87.4pp | 70.17%-57.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,097 | $5,283-79.2% | $4,347-74.8% | $4,662-76.5% |
| Participant deferral / active EE | $2,808 | $6,964-59.7% | $6,035-53.5% | $6,690-58.0% |
| Admin fee / account holder | $136 | $16,658-99.2% | $12,695-98.9% | $13,392-99.0% |