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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 | $41,987 | $183,627-77.1% | $155,602-73.0% | $145,978-71.2% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 15.22% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $464 | $5,316-91.3% | $4,675-90.1% | $4,662-90.0% |
| Participant deferral / active EE | $1,935 | $6,466-70.1% | $5,629-65.6% | $6,690-71.1% |
| Admin fee / account holder | $104 | $19,327-99.5% | $15,923-99.3% | $13,400-99.2% |