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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 | $61,677 | $114,119-46.0% | $107,187-42.5% | $138,895-55.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 14.63% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $343 | $4,059-91.6% | $3,782-90.9% | $4,194-91.8% |
| Participant deferral / active EE | $1,635 | $5,538-70.5% | $5,096-67.9% | $6,396-74.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |