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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 | $45,255 | $183,592-75.4% | $155,567-70.9% | $145,959-69.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 13.86% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $802 | $5,315-84.9% | $4,674-82.8% | $4,661-82.8% |
| Participant deferral / active EE | $4,192 | $6,464-35.2% | $5,628-25.5% | $6,689-37.3% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |