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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 | $35,738 | $181,896-80.4% | $156,551-77.2% | $273,972-87.0% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 6.45% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $403 | $6,248-93.6% | $5,501-92.7% | $4,869-91.7% |
| Participant deferral / active EE | $1,908 | $5,550-65.6% | $4,871-60.8% | $5,287-63.9% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |