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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 | $97,252 | $155,555-37.5% | $146,866-33.8% | $155,188-37.3% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.5%-67.1pp | 80.8%-65.4pp |
| Annual return | 19.62% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $689 | $4,647-85.2% | $4,425-84.4% | $4,248-83.8% |
| Participant deferral / active EE | $2,514 | $8,044-68.8% | $7,759-67.6% | $6,531-61.5% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |