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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 | $47,780 | $165,381-71.1% | $149,730-68.1% | $158,966-69.9% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 16.64% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.3pp |
| Employer contribution / active EE | $652 | $5,104-87.2% | $4,645-86.0% | $4,762-86.3% |
| Participant deferral / active EE | $3,857 | $7,182-46.3% | $6,843-43.6% | $5,983-35.5% |
| Admin fee / account holder | $64 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |