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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 | $42,301 | $181,062-76.6% | $158,223-73.3% | $155,188-72.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 19.57% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $110 | $4,565-97.6% | $4,109-97.3% | $4,248-97.4% |
| Participant deferral / active EE | $2,352 | $6,134-61.7% | $5,467-57.0% | $6,531-64.0% |
| Admin fee / account holder | $260 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |