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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 | $28,870 | $185,883-84.5% | $170,043-83.0% | $139,466-79.3% |
| Participation rate | 61.5% | 87.8%-26.2pp | 87.0%-25.5pp | 80.3%-18.8pp |
| Annual return | 19.40% | 60.54%-41.1pp | 53.40%-34.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,164 | $7,596-84.7% | $6,790-82.9% | $4,754-75.5% |
| Participant deferral / active EE | $3,801 | $11,626-67.3% | $10,410-63.5% | $6,712-43.4% |
| Admin fee / account holder | $111 | $15,393-99.3% | $12,824-99.1% | $11,409-99.0% |