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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 | $27,565 | $114,119-75.8% | $107,187-74.3% | $138,895-80.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.41% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $687 | $4,059-83.1% | $3,782-81.8% | $4,194-83.6% |
| Participant deferral / active EE | $2,557 | $5,538-53.8% | $5,096-49.8% | $6,396-60.0% |
| Admin fee / account holder | $110 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |