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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 | $112,116 | $197,625-43.3% | $177,840-37.0% | $158,966-29.5% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.7%-49.3pp | 82.0%-43.5pp |
| Annual return | 27.88% | 58.76%-30.9pp | 48.32%-20.4pp | 302.95%-275.1pp |
| Employer contribution / active EE | $535 | $6,698-92.0% | $5,919-91.0% | $4,762-88.8% |
| Participant deferral / active EE | $4,433 | $8,405-47.3% | $7,714-42.5% | $5,983-25.9% |
| Admin fee / account holder | $12 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |