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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 | $36,223 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $804 | $4,804-83.3% | $4,554-82.3% | $4,156-80.6% |
| Participant deferral / active EE | $5,763 | $8,216-29.9% | $7,897-27.0% | $6,407-10.0% |
| Admin fee / account holder | $180 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |