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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 | $62,742 | $183,627-65.8% | $155,602-59.7% | $145,978-57.0% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 13.35% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $325 | $5,316-93.9% | $4,675-93.0% | $4,662-93.0% |
| Participant deferral / active EE | $2,350 | $6,466-63.7% | $5,629-58.2% | $6,690-64.9% |
| Admin fee / account holder | $279 | $19,327-98.6% | $15,923-98.2% | $13,400-97.9% |