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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 | $43,579 | $197,637-78.0% | $177,848-75.5% | $158,982-72.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 17.60% | 58.77%-41.2pp | 48.33%-30.7pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,396 | $6,698-79.2% | $5,919-76.4% | $4,763-70.7% |
| Participant deferral / active EE | $3,411 | $8,405-59.4% | $7,714-55.8% | $5,983-43.0% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |