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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 | $54,284 | $111,830-51.5% | $93,696-42.1% | $145,884-62.8% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 15.04% | 204.08%-189.0pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $485 | $3,093-84.3% | $2,422-80.0% | $4,662-89.6% |
| Participant deferral / active EE | $1,626 | $4,920-67.0% | $4,417-63.2% | $6,690-75.7% |
| Admin fee / account holder | $246 | $10,249-97.6% | $8,287-97.0% | $13,392-98.2% |