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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 | $32,012 | $162,136-80.3% | $152,301-79.0% | $154,746-79.3% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 20.63% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $380 | $4,890-92.2% | $4,624-91.8% | $4,379-91.3% |
| Participant deferral / active EE | $3,180 | $8,341-61.9% | $8,004-60.3% | $6,730-52.7% |
| Admin fee / account holder | $228 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |