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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 | $35,498 | $172,111-79.4% | $150,298-76.4% | $137,256-74.1% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 25.07% | 69.37%-44.3pp | 62.79%-37.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $780 | $4,636-83.2% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $2,716 | $6,166-55.9% | $5,453-50.2% | $6,407-57.6% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |