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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 | $81,750 | $201,372-59.4% | $184,260-55.6% | $145,884-44.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 17.25% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,225 | $7,024-82.6% | $6,427-80.9% | $4,662-73.7% |
| Participant deferral / active EE | $5,916 | $9,808-39.7% | $9,133-35.2% | $6,690-11.6% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |