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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 | $54,331 | $114,119-52.4% | $107,187-49.3% | $138,895-60.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 19.98% | 273.21%-253.2pp | 204.55%-184.6pp | 145.39%-125.4pp |
| Employer contribution / active EE | $502 | $4,059-87.6% | $3,782-86.7% | $4,194-88.0% |
| Participant deferral / active EE | $2,617 | $5,538-52.7% | $5,096-48.6% | $6,396-59.1% |
| Admin fee / account holder | $46 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |