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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 | $39,812 | $161,352-75.3% | $134,172-70.3% | $137,256-71.0% |
| Participation rate | 31.8% | 78.3%-46.5pp | 72.5%-40.6pp | 80.0%-48.1pp |
| Annual return | 13.55% | 28.72%-15.2pp | 25.30%-11.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $488 | $4,099-88.1% | $3,420-85.7% | $4,156-88.2% |
| Participant deferral / active EE | $2,511 | $5,552-54.8% | $4,690-46.5% | $6,407-60.8% |
| Admin fee / account holder | $119 | $15,028-99.2% | $12,016-99.0% | $12,270-99.0% |