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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 | $40,337 | $111,535-63.8% | $105,223-61.7% | $137,256-70.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.21% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $402 | $3,939-89.8% | $3,689-89.1% | $4,156-90.3% |
| Participant deferral / active EE | $3,450 | $5,500-37.3% | $5,072-32.0% | $6,407-46.2% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |