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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 | $20,421 | $111,535-81.7% | $105,223-80.6% | $137,256-85.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 17.18% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $317 | $3,939-92.0% | $3,689-91.4% | $4,156-92.4% |
| Participant deferral / active EE | $4,032 | $5,500-26.7% | $5,072-20.5% | $6,407-37.1% |
| Admin fee / account holder | $168 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |