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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 | $124,425-60.0% | $112,040-55.6% | $137,256-63.8% |
| Participation rate | 19.0% | 79.3%-60.3pp | 76.5%-57.4pp | 80.0%-60.9pp |
| Annual return | 19.97% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $550 | $3,411-83.9% | $2,954-81.4% | $4,156-86.8% |
| Participant deferral / active EE | $2,245 | $5,718-60.7% | $5,098-56.0% | $6,407-65.0% |
| Admin fee / account holder | $19 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |