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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 | $19,619 | $172,111-88.6% | $150,298-86.9% | $137,256-85.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 22.49% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $642 | $4,636-86.1% | $4,154-84.5% | $4,156-84.5% |
| Participant deferral / active EE | $4,251 | $6,166-31.1% | $5,453-22.0% | $6,407-33.6% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |