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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 | $34,955 | $174,379-80.0% | $152,093-77.0% | $138,895-74.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.26% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $363 | $4,652-92.2% | $4,175-91.3% | $4,194-91.3% |
| Participant deferral / active EE | $1,754 | $6,159-71.5% | $5,451-67.8% | $6,396-72.6% |
| Admin fee / account holder | $135 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |