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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 | $185,312-80.8% | $161,489-78.0% | $154,746-77.1% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 25.07% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $780 | $4,769-83.7% | $4,268-81.7% | $4,379-82.2% |
| Participant deferral / active EE | $2,716 | $6,350-57.2% | $5,630-51.8% | $6,730-59.6% |
| Admin fee / account holder | $131 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |