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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 | $87,241 | $183,539-52.5% | $155,556-43.9% | $145,897-40.2% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 18.78% | 61.31%-42.5pp | 64.84%-46.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $951 | $5,315-82.1% | $4,675-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $3,632 | $6,467-43.8% | $5,631-35.5% | $6,689-45.7% |
| Admin fee / account holder | $30 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |