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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 | $48,337 | $135,956-64.4% | $123,894-61.0% | $273,972-82.4% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $608 | $5,170-88.2% | $4,617-86.8% | $4,869-87.5% |
| Participant deferral / active EE | $2,431 | $6,343-61.7% | $5,984-59.4% | $5,287-54.0% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |