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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 | $94,623 | $228,395-58.6% | $185,861-49.1% | $158,982-40.5% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 14.89% | 40.82%-25.9pp | 35.96%-21.1pp | 302.99%-288.1pp |
| Employer contribution / active EE | $378 | $4,968-92.4% | $4,088-90.8% | $4,763-92.1% |
| Participant deferral / active EE | $2,198 | $6,417-65.7% | $5,634-61.0% | $5,983-63.3% |
| Admin fee / account holder | $211 | $11,869-98.2% | $9,503-97.8% | $11,252-98.1% |