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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 | $45,605 | $178,174-74.4% | $156,181-70.8% | $137,256-66.8% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.8%-35.1pp | 80.0%-36.2pp |
| Annual return | 15.87% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,016 | $4,972-79.6% | $4,294-76.3% | $4,156-75.6% |
| Participant deferral / active EE | $2,197 | $6,888-68.1% | $6,132-64.2% | $6,407-65.7% |
| Admin fee / account holder | $213 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |