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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 | $75,385 | $156,398-51.8% | $147,318-48.8% | $138,895-45.7% |
| Participation rate | 22.2% | 83.8%-61.5pp | 82.1%-59.8pp | 79.9%-57.7pp |
| Annual return | 27.99% | 78.75%-50.8pp | 70.43%-42.4pp | 145.39%-117.4pp |
| Employer contribution / active EE | $281 | $4,853-94.2% | $4,593-93.9% | $4,194-93.3% |
| Participant deferral / active EE | $5,478 | $8,237-33.5% | $7,906-30.7% | $6,396-14.4% |
| Admin fee / account holder | $254 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |