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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 | $55,860 | $110,410-49.4% | $102,437-45.5% | $145,897-61.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 22.12% | 24.85%-2.7pp | 24.95%-2.8pp | 552.29%-530.2pp |
| Employer contribution / active EE | $837 | $4,217-80.2% | $3,871-78.4% | $4,663-82.1% |
| Participant deferral / active EE | $4,890 | $5,622-13.0% | $5,060-3.4% | $6,689-26.9% |
| Admin fee / account holder | $131 | $9,745-98.7% | $8,388-98.4% | $13,390-99.0% |