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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 | $162,136-67.8% | $152,301-65.7% | $154,746-66.2% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 19.24% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $429 | $4,890-91.2% | $4,624-90.7% | $4,379-90.2% |
| Participant deferral / active EE | $5,428 | $8,341-34.9% | $8,004-32.2% | $6,730-19.4% |
| Admin fee / account holder | $205 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |