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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 | $35,422 | $185,312-80.9% | $161,489-78.1% | $154,746-77.1% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 22.00% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $725 | $4,769-84.8% | $4,268-83.0% | $4,379-83.5% |
| Participant deferral / active EE | $2,547 | $6,350-59.9% | $5,630-54.8% | $6,730-62.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |