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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 | $40,699 | $156,398-74.0% | $147,318-72.4% | $138,895-70.7% |
| Participation rate | 22.2% | 83.8%-61.5pp | 82.1%-59.8pp | 79.9%-57.7pp |
| Annual return | 24.18% | 78.75%-54.6pp | 70.43%-46.3pp | 145.39%-121.2pp |
| Employer contribution / active EE | $51 | $4,853-98.9% | $4,593-98.9% | $4,194-98.8% |
| Participant deferral / active EE | $4,435 | $8,237-46.2% | $7,906-43.9% | $6,396-30.7% |
| Admin fee / account holder | $83 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |