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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 | $174,379-74.0% | $152,093-70.2% | $138,895-67.4% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 17.78% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $452 | $4,652-90.3% | $4,175-89.2% | $4,194-89.2% |
| Participant deferral / active EE | $2,103 | $6,159-65.9% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $202 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |