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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 | $52,628 | $114,119-53.9% | $107,187-50.9% | $138,895-62.1% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 79.9%-42.4pp |
| Annual return | 20.89% | 273.21%-252.3pp | 204.55%-183.7pp | 145.39%-124.5pp |
| Employer contribution / active EE | $350 | $4,059-91.4% | $3,782-90.7% | $4,194-91.7% |
| Participant deferral / active EE | $2,689 | $5,538-51.4% | $5,096-47.2% | $6,396-58.0% |
| Admin fee / account holder | $206 | $10,024-97.9% | $9,162-97.8% | $12,562-98.4% |