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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 | $49,240 | $177,156-72.2% | $147,027-66.5% | $154,746-68.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 19.60% | 21.94%-2.3pp | 20.23%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $777 | $4,336-82.1% | $3,626-78.6% | $4,379-82.3% |
| Participant deferral / active EE | $1,633 | $5,797-71.8% | $4,933-66.9% | $6,730-75.7% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |