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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 | $26,128 | $178,174-85.3% | $156,181-83.3% | $137,256-81.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 31.25% | 84.19%-52.9pp | 64.87%-33.6pp | 220.34%-189.1pp |
| Employer contribution / active EE | $557 | $4,972-88.8% | $4,294-87.0% | $4,156-86.6% |
| Participant deferral / active EE | $4,917 | $6,888-28.6% | $6,132-19.8% | $6,407-23.2% |
| Admin fee / account holder | $79 | $17,404-99.5% | $14,586-99.5% | $12,270-99.4% |