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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 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.4pp | 79.9%-33.3pp |
| Annual return | 18.68% | 78.75%-60.1pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $804 | $4,853-83.4% | $4,593-82.5% | $4,194-80.8% |
| Participant deferral / active EE | $5,763 | $8,237-30.0% | $7,906-27.1% | $6,396-9.9% |
| Admin fee / account holder | $180 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |