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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 | $29,060 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 15.41% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $895 | $4,769-81.2% | $4,268-79.0% | $4,379-79.6% |
| Participant deferral / active EE | $2,110 | $6,350-66.8% | $5,630-62.5% | $6,730-68.6% |
| Admin fee / account holder | $288 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |