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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 | $25,164 | $185,312-86.4% | $161,489-84.4% | $154,746-83.7% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.7%-31.6pp | 80.7%-33.6pp |
| Annual return | 20.23% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $653 | $4,769-86.3% | $4,268-84.7% | $4,379-85.1% |
| Participant deferral / active EE | $2,145 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $32 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |