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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 | $34,371 | $185,312-81.5% | $161,489-78.7% | $154,746-77.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 19.15% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $728 | $4,769-84.7% | $4,268-83.0% | $4,379-83.4% |
| Participant deferral / active EE | $2,345 | $6,350-63.1% | $5,630-58.4% | $6,730-65.2% |
| Admin fee / account holder | $122 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |