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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 | $88,143 | $111,535-21.0% | $105,223-16.2% | $137,256-35.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 19.59% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $718 | $3,939-81.8% | $3,689-80.5% | $4,156-82.7% |
| Participant deferral / active EE | $4,227 | $5,500-23.1% | $5,072-16.7% | $6,407-34.0% |
| Admin fee / account holder | $61 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |