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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 | $22,989 | $162,136-85.8% | $152,301-84.9% | $154,746-85.1% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 22.06% | 91.02%-69.0pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $653 | $4,890-86.6% | $4,624-85.9% | $4,379-85.1% |
| Participant deferral / active EE | $4,445 | $8,341-46.7% | $8,004-44.5% | $6,730-33.9% |
| Admin fee / account holder | $157 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |