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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 | $37,384 | $184,014-79.7% | $161,149-76.8% | $138,895-73.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 18.89% | 21.52%-2.6pp | 21.16%-2.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $645 | $5,055-87.2% | $4,360-85.2% | $4,194-84.6% |
| Participant deferral / active EE | $4,121 | $6,909-40.4% | $6,153-33.0% | $6,396-35.6% |
| Admin fee / account holder | $136 | $18,027-99.2% | $15,194-99.1% | $12,562-98.9% |