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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 | $64,845 | $111,535-41.9% | $105,223-38.4% | $137,256-52.8% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 21.58% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $779 | $3,939-80.2% | $3,689-78.9% | $4,156-81.3% |
| Participant deferral / active EE | $2,421 | $5,500-56.0% | $5,072-52.3% | $6,407-62.2% |
| Admin fee / account holder | $284 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |