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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 | $28,701 | $183,516-84.4% | $155,534-81.5% | $145,884-80.3% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 12.68% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $537 | $5,315-89.9% | $4,675-88.5% | $4,662-88.5% |
| Participant deferral / active EE | $3,582 | $6,467-44.6% | $5,630-36.4% | $6,690-46.5% |
| Admin fee / account holder | $75 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |