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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 | $76,358 | $152,592-50.0% | $125,180-39.0% | $152,885-50.1% |
| Participation rate | 38.5% | 83.3%-44.9pp | 79.8%-41.3pp | 82.5%-44.0pp |
| Annual return | 19.63% | 54.84%-35.2pp | 43.79%-24.2pp | 345.39%-325.8pp |
| Employer contribution / active EE | $817 | $4,947-83.5% | $3,866-78.9% | $4,763-82.8% |
| Participant deferral / active EE | $1,801 | $5,868-69.3% | $4,937-63.5% | $5,851-69.2% |
| Admin fee / account holder | $195 | $13,435-98.6% | $9,703-98.0% | $11,598-98.3% |