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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 | $36,496 | $185,312-80.3% | $161,489-77.4% | $154,746-76.4% |
| Participation rate | 40.9% | 82.5%-41.6pp | 78.7%-37.8pp | 80.7%-39.8pp |
| Annual return | 21.83% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $585 | $4,769-87.7% | $4,268-86.3% | $4,379-86.6% |
| Participant deferral / active EE | $2,611 | $6,350-58.9% | $5,630-53.6% | $6,730-61.2% |
| Admin fee / account holder | $131 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |