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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 | $62,139 | $53,837+15.4% | $75,714-17.9% | $85,847-27.6% |
| Participation rate | 57.1% | 69.1%-11.9pp | 74.8%-17.7pp | 69.3%-12.2pp |
| Annual return | 17.55% | 24.54%-7.0pp | 104.62%-87.1pp | 318.61%-301.1pp |
| Employer contribution / active EE | $272 | $2,017-86.5% | $2,744-90.1% | $2,565-89.4% |
| Participant deferral / active EE | $2,292 | $2,895-20.8% | $3,820-40.0% | $3,952-42.0% |
| Admin fee / account holder | $294 | $3,339-91.2% | $3,619-91.9% | $6,261-95.3% |