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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 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 24.18% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $51 | $4,804-98.9% | $4,554-98.9% | $4,156-98.8% |
| Participant deferral / active EE | $4,435 | $8,216-46.0% | $7,897-43.8% | $6,407-30.8% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |