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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 | $42,699 | $183,627-76.7% | $155,602-72.6% | $145,978-70.7% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.5pp | 80.3%-53.6pp |
| Annual return | 17.39% | 61.32%-43.9pp | 64.81%-47.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $418 | $5,316-92.1% | $4,675-91.1% | $4,662-91.0% |
| Participant deferral / active EE | $3,214 | $6,466-50.3% | $5,629-42.9% | $6,690-52.0% |
| Admin fee / account holder | $174 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |