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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 | $44,877 | $183,516-75.5% | $155,534-71.1% | $145,884-69.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.82% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $621 | $5,315-88.3% | $4,675-86.7% | $4,662-86.7% |
| Participant deferral / active EE | $3,375 | $6,467-47.8% | $5,630-40.1% | $6,690-49.5% |
| Admin fee / account holder | $178 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |