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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 | $38,666 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 18.62% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $724 | $4,804-84.9% | $4,554-84.1% | $4,156-82.6% |
| Participant deferral / active EE | $2,681 | $8,216-67.4% | $7,897-66.1% | $6,407-58.2% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |