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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 | $43,591 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.73% | 74.59%-50.9pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $719 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $3,791 | $8,216-53.9% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $160 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |