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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 | $53,756 | $112,915-52.4% | $90,965-40.9% | $158,950-66.2% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 15.56% | 215.75%-200.2pp | 134.57%-119.0pp | 302.91%-287.3pp |
| Employer contribution / active EE | $155 | $2,894-94.6% | $2,122-92.7% | $4,762-96.7% |
| Participant deferral / active EE | $3,378 | $4,128-18.2% | $3,373+0.1% | $5,983-43.5% |
| Admin fee / account holder | $187 | $8,044-97.7% | $5,960-96.9% | $11,248-98.3% |