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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 | $62,658 | $154,228-59.4% | $145,433-56.9% | $137,256-54.3% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,630 | $8,216-43.6% | $7,897-41.4% | $6,407-27.7% |
| Admin fee / account holder | $252 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |