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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 | $25,393 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.7%-41.9pp | 80.7%-43.9pp |
| Annual return | 26.25% | 103.84%-77.6pp | 89.72%-63.5pp | 172.34%-146.1pp |
| Employer contribution / active EE | $962 | $4,769-79.8% | $4,268-77.5% | $4,379-78.0% |
| Participant deferral / active EE | $2,603 | $6,350-59.0% | $5,630-53.8% | $6,730-61.3% |
| Admin fee / account holder | $85 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |