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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 | $21,787 | $174,379-87.5% | $152,093-85.7% | $138,895-84.3% |
| Participation rate | 29.4% | 81.6%-52.2pp | 77.8%-48.4pp | 79.9%-50.5pp |
| Annual return | 23.49% | 74.86%-51.4pp | 66.36%-42.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $724 | $4,652-84.4% | $4,175-82.7% | $4,194-82.7% |
| Participant deferral / active EE | $2,053 | $6,159-66.7% | $5,451-62.3% | $6,396-67.9% |
| Admin fee / account holder | $80 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |