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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 | $44,743 | $154,228-71.0% | $145,433-69.2% | $137,256-67.4% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $842 | $4,804-82.5% | $4,554-81.5% | $4,156-79.7% |
| Participant deferral / active EE | $2,932 | $8,216-64.3% | $7,897-62.9% | $6,407-54.2% |
| Admin fee / account holder | $291 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |