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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 | $34,645 | $111,535-68.9% | $105,223-67.1% | $137,256-74.8% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 14.81% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $576 | $3,939-85.4% | $3,689-84.4% | $4,156-86.1% |
| Participant deferral / active EE | $1,770 | $5,500-67.8% | $5,072-65.1% | $6,407-72.4% |
| Admin fee / account holder | $261 | $9,721-97.3% | $8,859-97.1% | $12,270-97.9% |