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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 | $185,312-77.2% | $161,489-73.8% | $154,746-72.7% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 19.57% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $110 | $4,769-97.7% | $4,268-97.4% | $4,379-97.5% |
| Participant deferral / active EE | $2,352 | $6,350-63.0% | $5,630-58.2% | $6,730-65.1% |
| Admin fee / account holder | $260 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |