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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 | $53,927 | $162,136-66.7% | $152,301-64.6% | $154,746-65.2% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 19.69% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $258 | $4,890-94.7% | $4,624-94.4% | $4,379-94.1% |
| Participant deferral / active EE | $3,943 | $8,341-52.7% | $8,004-50.7% | $6,730-41.4% |
| Admin fee / account holder | $142 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |