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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 | $18,196 | $183,627-90.1% | $155,602-88.3% | $145,978-87.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.32% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $779 | $5,316-85.4% | $4,675-83.3% | $4,662-83.3% |
| Participant deferral / active EE | $2,157 | $6,466-66.6% | $5,629-61.7% | $6,690-67.8% |
| Admin fee / account holder | $86 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |