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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 | $25,196 | $160,040-84.3% | $147,096-82.9% | $145,877-82.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 11.14% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $828 | $5,289-84.3% | $4,936-83.2% | $4,663-82.2% |
| Participant deferral / active EE | $3,371 | $8,429-60.0% | $8,071-58.2% | $6,691-49.6% |
| Admin fee / account holder | $221 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |