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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 | $55,147 | $156,398-64.7% | $147,318-62.6% | $138,895-60.3% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 21.89% | 78.75%-56.9pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $148 | $4,853-97.0% | $4,593-96.8% | $4,194-96.5% |
| Participant deferral / active EE | $3,000 | $8,237-63.6% | $7,906-62.1% | $6,396-53.1% |
| Admin fee / account holder | $84 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |