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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 | $181,062-84.0% | $158,223-81.6% | $155,188-81.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 15.41% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $895 | $4,565-80.4% | $4,109-78.2% | $4,248-78.9% |
| Participant deferral / active EE | $2,110 | $6,134-65.6% | $5,467-61.4% | $6,531-67.7% |
| Admin fee / account holder | $288 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |