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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 | $34,323 | $178,174-80.7% | $156,181-78.0% | $137,256-75.0% |
| Participation rate | 35.7% | 82.0%-46.3pp | 78.8%-43.1pp | 80.0%-44.2pp |
| Annual return | 22.18% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $417 | $4,972-91.6% | $4,294-90.3% | $4,156-90.0% |
| Participant deferral / active EE | $2,650 | $6,888-61.5% | $6,132-56.8% | $6,407-58.6% |
| Admin fee / account holder | $119 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |