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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 | $35,901 | $148,623-75.8% | $135,974-73.6% | $139,466-74.3% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 25.00% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.7pp |
| Employer contribution / active EE | $917 | $5,246-82.5% | $4,859-81.1% | $4,754-80.7% |
| Participant deferral / active EE | $2,549 | $8,103-68.5% | $7,760-67.2% | $6,712-62.0% |
| Admin fee / account holder | $186 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |