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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 | $16,493 | $111,535-85.2% | $105,223-84.3% | $137,256-88.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 31.28% | 237.85%-206.6pp | 180.65%-149.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $395 | $3,939-90.0% | $3,689-89.3% | $4,156-90.5% |
| Participant deferral / active EE | $1,655 | $5,500-69.9% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $45 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |