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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 | $24,705 | $135,956-81.8% | $123,894-80.1% | $273,972-91.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 11.15% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $702 | $5,170-86.4% | $4,617-84.8% | $4,869-85.6% |
| Participant deferral / active EE | $2,059 | $6,343-67.5% | $5,984-65.6% | $5,287-61.1% |
| Admin fee / account holder | $173 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |