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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 | $36,719 | $114,119-67.8% | $107,187-65.7% | $138,895-73.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 14.16% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $509 | $4,059-87.5% | $3,782-86.5% | $4,194-87.9% |
| Participant deferral / active EE | $1,660 | $5,538-70.0% | $5,096-67.4% | $6,396-74.0% |
| Admin fee / account holder | $67 | $10,024-99.3% | $9,162-99.3% | $12,562-99.5% |