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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 | $29,000 | $185,856-84.4% | $170,028-82.9% | $139,456-79.2% |
| Participation rate | 65.0% | 87.8%-22.8pp | 87.0%-22.0pp | 80.3%-15.3pp |
| Annual return | 17.50% | 60.52%-43.0pp | 53.39%-35.9pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,171 | $7,593-84.6% | $6,788-82.7% | $4,753-75.4% |
| Participant deferral / active EE | $3,409 | $11,623-70.7% | $10,409-67.3% | $6,711-49.2% |
| Admin fee / account holder | $291 | $15,387-98.1% | $12,820-97.7% | $11,407-97.4% |