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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 | $178,174-79.0% | $156,181-76.1% | $137,256-72.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 18.89% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $645 | $4,972-87.0% | $4,294-85.0% | $4,156-84.5% |
| Participant deferral / active EE | $4,121 | $6,888-40.2% | $6,132-32.8% | $6,407-35.7% |
| Admin fee / account holder | $136 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |