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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 | $97,258 | $197,625-50.8% | $177,840-45.3% | $158,966-38.8% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 11.87% | 58.76%-46.9pp | 48.32%-36.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $685 | $6,698-89.8% | $5,919-88.4% | $4,762-85.6% |
| Participant deferral / active EE | $4,241 | $8,405-49.5% | $7,714-45.0% | $5,983-29.1% |
| Admin fee / account holder | $120 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |