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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 | $62,156 | $114,119-45.5% | $107,187-42.0% | $138,895-55.2% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 18.75% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $138 | $4,059-96.6% | $3,782-96.4% | $4,194-96.7% |
| Participant deferral / active EE | $4,072 | $5,538-26.5% | $5,096-20.1% | $6,396-36.3% |
| Admin fee / account holder | $211 | $10,024-97.9% | $9,162-97.7% | $12,562-98.3% |