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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 | $53,512 | $183,516-70.8% | $155,534-65.6% | $145,884-63.3% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 26.45% | 61.43%-35.0pp | 64.92%-38.5pp | 551.85%-525.4pp |
| Employer contribution / active EE | $541 | $5,315-89.8% | $4,675-88.4% | $4,662-88.4% |
| Participant deferral / active EE | $3,100 | $6,467-52.1% | $5,630-44.9% | $6,690-53.7% |
| Admin fee / account holder | $218 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |