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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 | $199,109-71.6% | $173,730-67.4% | $154,746-63.5% |
| Participation rate | 47.1% | 82.8%-35.8pp | 79.6%-32.5pp | 80.7%-33.6pp |
| Annual return | 15.22% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $864 | $5,311-83.7% | $4,577-81.1% | $4,379-80.3% |
| Participant deferral / active EE | $2,670 | $7,113-62.5% | $6,326-57.8% | $6,730-60.3% |
| Admin fee / account holder | $228 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |