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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 | $16,815 | $183,592-90.8% | $155,574-89.2% | $145,877-88.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 13.48% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $918 | $5,317-82.7% | $4,676-80.4% | $4,663-80.3% |
| Participant deferral / active EE | $2,998 | $6,466-53.6% | $5,629-46.7% | $6,691-55.2% |
| Admin fee / account holder | $63 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |