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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 | $28,494 | $185,312-84.6% | $161,489-82.4% | $154,746-81.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.84% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $688 | $4,769-85.6% | $4,268-83.9% | $4,379-84.3% |
| Participant deferral / active EE | $2,522 | $6,350-60.3% | $5,630-55.2% | $6,730-62.5% |
| Admin fee / account holder | $155 | $18,654-99.2% | $16,006-99.0% | $14,365-98.9% |