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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 | $52,235 | $154,228-66.1% | $145,433-64.1% | $137,256-61.9% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 19.24% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $429 | $4,804-91.1% | $4,554-90.6% | $4,156-89.7% |
| Participant deferral / active EE | $5,428 | $8,216-33.9% | $7,897-31.3% | $6,407-15.3% |
| Admin fee / account holder | $205 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |