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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 | $37,891 | $114,119-66.8% | $107,187-64.6% | $138,895-72.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 21.32% | 273.21%-251.9pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $753 | $4,059-81.4% | $3,782-80.1% | $4,194-82.0% |
| Participant deferral / active EE | $4,723 | $5,538-14.7% | $5,096-7.3% | $6,396-26.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |