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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 | $172,111-78.8% | $150,298-75.7% | $137,256-73.4% |
| Participation rate | 40.9% | 81.7%-40.8pp | 77.8%-36.9pp | 80.0%-39.1pp |
| Annual return | 21.83% | 69.37%-47.5pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $585 | $4,636-87.4% | $4,154-85.9% | $4,156-85.9% |
| Participant deferral / active EE | $2,611 | $6,166-57.6% | $5,453-52.1% | $6,407-59.2% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |