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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 | $118,022 | $152,612-22.7% | $125,192-5.7% | $152,897-22.8% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.5%-21.3pp |
| Annual return | 19.62% | 54.85%-35.2pp | 43.79%-24.2pp | 345.43%-325.8pp |
| Employer contribution / active EE | $441 | $4,947-91.1% | $3,866-88.6% | $4,764-90.7% |
| Participant deferral / active EE | $2,897 | $5,868-50.6% | $4,937-41.3% | $5,851-50.5% |
| Admin fee / account holder | $71 | $13,437-99.5% | $9,704-99.3% | $11,599-99.4% |