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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 | $60,006 | $51,638+16.2% | $129,406-53.6% | $80,959-25.9% |
| Participation rate | 13.3% | 56.9%-43.6pp | 69.6%-56.3pp | 67.7%-54.3pp |
| Annual return | 16.92% | 20.78%-3.9pp | 9468.18%-9451.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $257 | $1,584-83.8% | $4,155-93.8% | $2,757-90.7% |
| Participant deferral / active EE | $1,803 | $2,670-32.5% | $4,167-56.7% | $4,300-58.1% |
| Admin fee / account holder | $236 | $4,313-94.5% | $7,689-96.9% | $6,925-96.6% |