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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 | $40,964 | $154,228-73.4% | $145,433-71.8% | $137,256-70.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 30.16% | 74.59%-44.4pp | 66.58%-36.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $90 | $4,804-98.1% | $4,554-98.0% | $4,156-97.8% |
| Participant deferral / active EE | $5,700 | $8,216-30.6% | $7,897-27.8% | $6,407-11.0% |
| Admin fee / account holder | $263 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |