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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 | $36,179 | $114,119-68.3% | $107,187-66.2% | $138,895-74.0% |
| Participation rate | 13.3% | 78.1%-64.7pp | 75.0%-61.7pp | 79.9%-66.6pp |
| Annual return | 31.79% | 273.21%-241.4pp | 204.55%-172.8pp | 145.39%-113.6pp |
| Employer contribution / active EE | $800 | $4,059-80.3% | $3,782-78.9% | $4,194-80.9% |
| Participant deferral / active EE | $2,255 | $5,538-59.3% | $5,096-55.7% | $6,396-64.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |