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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 | $11,075 | $114,119-90.3% | $107,187-89.7% | $138,895-92.0% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 28.01% | 273.21%-245.2pp | 204.55%-176.5pp | 145.39%-117.4pp |
| Employer contribution / active EE | $745 | $4,059-81.7% | $3,782-80.3% | $4,194-82.2% |
| Participant deferral / active EE | $2,020 | $5,538-63.5% | $5,096-60.4% | $6,396-68.4% |
| Admin fee / account holder | $162 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |