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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 | $33,905 | $183,516-81.5% | $155,534-78.2% | $145,884-76.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.40% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $954 | $5,315-82.0% | $4,675-79.6% | $4,662-79.5% |
| Participant deferral / active EE | $3,484 | $6,467-46.1% | $5,630-38.1% | $6,690-47.9% |
| Admin fee / account holder | $122 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |