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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 | $43,363 | $172,111-74.8% | $150,298-71.1% | $137,256-68.4% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 21.19% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $735 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $2,436 | $6,166-60.5% | $5,453-55.3% | $6,407-62.0% |
| Admin fee / account holder | $57 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |