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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 | $56,558 | $178,174-68.3% | $156,181-63.8% | $137,256-58.8% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.8%-31.8pp | 80.0%-32.9pp |
| Annual return | 15.22% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $864 | $4,972-82.6% | $4,294-79.9% | $4,156-79.2% |
| Participant deferral / active EE | $2,670 | $6,888-61.2% | $6,132-56.5% | $6,407-58.3% |
| Admin fee / account holder | $228 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |