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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 | $59,995 | $213,785-71.9% | $185,441-67.6% | $155,188-61.3% |
| Participation rate | 36.4% | 83.2%-46.9pp | 80.3%-43.9pp | 80.8%-44.4pp |
| Annual return | 15.98% | 19.97%-4.0pp | 20.16%-4.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,089 | $5,393-79.8% | $4,672-76.7% | $4,248-74.4% |
| Participant deferral / active EE | $2,538 | $6,864-63.0% | $6,152-58.7% | $6,531-61.1% |
| Admin fee / account holder | $32 | $21,134-99.8% | $17,890-99.8% | $14,480-99.8% |