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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 | $213,785-78.7% | $185,441-75.4% | $155,188-70.6% |
| Participation rate | 43.8% | 83.2%-39.5pp | 80.3%-36.5pp | 80.8%-37.1pp |
| Annual return | 15.87% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,016 | $5,393-81.2% | $4,672-78.3% | $4,248-76.1% |
| Participant deferral / active EE | $2,197 | $6,864-68.0% | $6,152-64.3% | $6,531-66.4% |
| Admin fee / account holder | $213 | $21,134-99.0% | $17,890-98.8% | $14,480-98.5% |