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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 | $75,125 | $162,967-53.9% | $135,792-44.7% | $138,895-45.9% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.6%-47.6pp | 79.9%-54.9pp |
| Annual return | 18.33% | 30.08%-11.7pp | 25.96%-7.6pp | 145.39%-127.1pp |
| Employer contribution / active EE | $750 | $4,211-82.2% | $3,496-78.5% | $4,194-82.1% |
| Participant deferral / active EE | $1,500 | $5,640-73.4% | $4,759-68.5% | $6,396-76.5% |
| Admin fee / account holder | $290 | $15,306-98.1% | $12,266-97.6% | $12,562-97.7% |