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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 | $51,495 | $154,228-66.6% | $145,433-64.6% | $137,256-62.5% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $583 | $4,804-87.9% | $4,554-87.2% | $4,156-86.0% |
| Participant deferral / active EE | $2,807 | $8,216-65.8% | $7,897-64.5% | $6,407-56.2% |
| Admin fee / account holder | $299 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |