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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 | $77,685 | $185,312-58.1% | $161,489-51.9% | $154,746-49.8% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 15.30% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $749 | $4,769-84.3% | $4,268-82.4% | $4,379-82.9% |
| Participant deferral / active EE | $2,952 | $6,350-53.5% | $5,630-47.6% | $6,730-56.1% |
| Admin fee / account holder | $123 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |