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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 | $61,801 | $154,228-59.9% | $145,433-57.5% | $137,256-55.0% |
| Participation rate | 29.2% | 83.8%-54.6pp | 82.1%-53.0pp | 80.0%-50.8pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $838 | $4,804-82.6% | $4,554-81.6% | $4,156-79.8% |
| Participant deferral / active EE | $3,033 | $8,216-63.1% | $7,897-61.6% | $6,407-52.7% |
| Admin fee / account holder | $257 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |