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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 | $52,118 | $185,312-71.9% | $161,489-67.7% | $154,746-66.3% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.7%-40.2pp | 80.7%-42.2pp |
| Annual return | 15.87% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $738 | $4,769-84.5% | $4,268-82.7% | $4,379-83.1% |
| Participant deferral / active EE | $4,002 | $6,350-37.0% | $5,630-28.9% | $6,730-40.5% |
| Admin fee / account holder | $69 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |