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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 | $27,284 | $148,623-81.6% | $135,974-79.9% | $139,466-80.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 18.06% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $470 | $5,246-91.0% | $4,859-90.3% | $4,754-90.1% |
| Participant deferral / active EE | $6,411 | $8,103-20.9% | $7,760-17.4% | $6,712-4.5% |
| Admin fee / account holder | $179 | $12,406-98.6% | $10,767-98.3% | $11,409-98.4% |