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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 | $183,516-90.1% | $155,534-88.3% | $145,884-87.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.32% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $779 | $5,315-85.3% | $4,675-83.3% | $4,662-83.3% |
| Participant deferral / active EE | $2,157 | $6,467-66.6% | $5,630-61.7% | $6,690-67.8% |
| Admin fee / account holder | $86 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |