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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 | $17,830 | $154,228-88.4% | $145,433-87.7% | $137,256-87.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 30.83% | 74.59%-43.8pp | 66.58%-35.7pp | 220.34%-189.5pp |
| Employer contribution / active EE | $582 | $4,804-87.9% | $4,554-87.2% | $4,156-86.0% |
| Participant deferral / active EE | $5,474 | $8,216-33.4% | $7,897-30.7% | $6,407-14.6% |
| Admin fee / account holder | $79 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |