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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 | $73,798 | $148,623-50.3% | $135,974-45.7% | $139,466-47.1% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 17.39% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $766 | $5,246-85.4% | $4,859-84.2% | $4,754-83.9% |
| Participant deferral / active EE | $2,873 | $8,103-64.5% | $7,760-63.0% | $6,712-57.2% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |