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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 | $17,369 | $172,111-89.9% | $150,298-88.4% | $137,256-87.3% |
| Participation rate | 19.0% | 81.7%-62.7pp | 77.8%-58.7pp | 80.0%-60.9pp |
| Annual return | 26.99% | 69.37%-42.4pp | 62.79%-35.8pp | 220.34%-193.4pp |
| Employer contribution / active EE | $812 | $4,636-82.5% | $4,154-80.4% | $4,156-80.5% |
| Participant deferral / active EE | $1,669 | $6,166-72.9% | $5,453-69.4% | $6,407-73.9% |
| Admin fee / account holder | $57 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |