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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 | $76,385 | $165,381-53.8% | $149,730-49.0% | $158,966-51.9% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 18.90% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $588 | $5,104-88.5% | $4,645-87.3% | $4,762-87.7% |
| Participant deferral / active EE | $2,939 | $7,182-59.1% | $6,843-57.1% | $5,983-50.9% |
| Admin fee / account holder | $42 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |