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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 | $32,737 | $111,535-70.6% | $105,223-68.9% | $137,256-76.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 22.18% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $368 | $3,939-90.6% | $3,689-90.0% | $4,156-91.1% |
| Participant deferral / active EE | $3,785 | $5,500-31.2% | $5,072-25.4% | $6,407-40.9% |
| Admin fee / account holder | $117 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |