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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 | $29,689 | $154,228-80.8% | $145,433-79.6% | $137,256-78.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 35.95% | 74.59%-38.6pp | 66.58%-30.6pp | 220.34%-184.4pp |
| Employer contribution / active EE | $838 | $4,804-82.6% | $4,554-81.6% | $4,156-79.8% |
| Participant deferral / active EE | $9,047 | $8,216+10.1% | $7,897+14.6% | $6,407+41.2% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |