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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 | $133,798 | $212,777-37.1% | $173,703-23.0% | $198,609-32.6% |
| Participation rate | 36.4% | 81.1%-44.7pp | 75.9%-39.5pp | 82.4%-46.0pp |
| Annual return | 19.80% | 18.82%+1.0pp | 17.46%+2.3pp | 202.70%-182.9pp |
| Employer contribution / active EE | $915 | $5,214-82.5% | $4,288-78.7% | $5,055-81.9% |
| Participant deferral / active EE | $4,456 | $5,697-21.8% | $4,854-8.2% | $6,977-36.1% |
| Admin fee / account holder | $20 | $19,536-99.9% | $15,562-99.9% | $19,030-99.9% |