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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 | $45,327 | $172,111-73.7% | $150,298-69.8% | $137,256-67.0% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $452 | $4,636-90.3% | $4,154-89.1% | $4,156-89.1% |
| Participant deferral / active EE | $2,103 | $6,166-65.9% | $5,453-61.4% | $6,407-67.2% |
| Admin fee / account holder | $202 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |