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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 | $113,229 | $22,602+401.0% | $65,583+72.6% | $75,177+50.6% |
| Participation rate | 27.4% | 63.1%-35.7pp | 65.0%-37.6pp | 67.2%-39.8pp |
| Annual return | 25.50% | 71.13%-45.6pp | 47.46%-22.0pp | 160.75%-135.3pp |
| Employer contribution / active EE | $63 | $941-93.3% | $1,692-96.3% | $2,671-97.6% |
| Participant deferral / active EE | $1,258 | $1,695-25.8% | $2,833-55.6% | $4,126-69.5% |
| Admin fee / account holder | $237 | $1,877-87.4% | $4,112-94.2% | $5,651-95.8% |