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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 | $49,714 | $136,860-63.7% | $120,344-58.7% | $154,746-67.9% |
| Participation rate | 19.0% | 79.9%-60.8pp | 76.7%-57.7pp | 80.7%-61.7pp |
| Annual return | 19.97% | 21.38%-1.4pp | 20.30%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $550 | $3,533-84.4% | $3,020-81.8% | $4,379-87.4% |
| Participant deferral / active EE | $2,245 | $5,793-61.2% | $5,135-56.3% | $6,730-66.6% |
| Admin fee / account holder | $19 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |