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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 | $42,902 | $165,381-74.1% | $149,730-71.3% | $158,966-73.0% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 22.68% | 348.29%-325.6pp | 276.70%-254.0pp | 302.95%-280.3pp |
| Employer contribution / active EE | $105 | $5,104-97.9% | $4,645-97.7% | $4,762-97.8% |
| Participant deferral / active EE | $5,637 | $7,182-21.5% | $6,843-17.6% | $5,983-5.8% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |