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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 | $108,279 | $178,174-39.2% | $156,181-30.7% | $137,256-21.1% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 13.96% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,053 | $4,972-78.8% | $4,294-75.5% | $4,156-74.7% |
| Participant deferral / active EE | $3,379 | $6,888-50.9% | $6,132-44.9% | $6,407-47.3% |
| Admin fee / account holder | $220 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |