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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 | $41,167 | $201,370-79.6% | $184,256-77.7% | $145,897-71.8% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 21.87% | 29.05%-7.2pp | 28.85%-7.0pp | 552.29%-530.4pp |
| Employer contribution / active EE | $1,350 | $7,024-80.8% | $6,427-79.0% | $4,663-71.1% |
| Participant deferral / active EE | $5,510 | $9,808-43.8% | $9,133-39.7% | $6,689-17.6% |
| Admin fee / account holder | $161 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |