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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 | $33,425 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 14.74% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $901 | $5,315-83.0% | $4,675-80.7% | $4,662-80.7% |
| Participant deferral / active EE | $4,434 | $6,467-31.4% | $5,630-21.2% | $6,690-33.7% |
| Admin fee / account holder | $135 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |