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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 | $37,838 | $148,623-74.5% | $135,974-72.2% | $139,466-72.9% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.1pp |
| Annual return | 14.91% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $789 | $5,246-85.0% | $4,859-83.8% | $4,754-83.4% |
| Participant deferral / active EE | $3,527 | $8,103-56.5% | $7,760-54.5% | $6,712-47.4% |
| Admin fee / account holder | $157 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |