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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 | $166,020-68.9% | $164,866-68.7% | $145,959-64.6% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 13.04% | 100.08%-87.0pp | 69.97%-56.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,097 | $5,275-79.2% | $4,343-74.7% | $4,661-76.5% |
| Participant deferral / active EE | $2,808 | $6,961-59.7% | $6,033-53.5% | $6,689-58.0% |
| Admin fee / account holder | $136 | $16,644-99.2% | $12,689-98.9% | $13,398-99.0% |