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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 | $24,268 | $172,111-85.9% | $150,298-83.9% | $137,256-82.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $677 | $4,636-85.4% | $4,154-83.7% | $4,156-83.7% |
| Participant deferral / active EE | $2,822 | $6,166-54.2% | $5,453-48.2% | $6,407-55.9% |
| Admin fee / account holder | $87 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |