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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 | $30,230 | $174,379-82.7% | $152,093-80.1% | $138,895-78.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 11.97% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $669 | $4,652-85.6% | $4,175-84.0% | $4,194-84.0% |
| Participant deferral / active EE | $1,908 | $6,159-69.0% | $5,451-65.0% | $6,396-70.2% |
| Admin fee / account holder | $125 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |