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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 | $25,762 | $183,592-86.0% | $155,567-83.4% | $145,959-82.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 14.75% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $650 | $5,315-87.8% | $4,674-86.1% | $4,661-86.0% |
| Participant deferral / active EE | $2,628 | $6,464-59.3% | $5,628-53.3% | $6,689-60.7% |
| Admin fee / account holder | $54 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |