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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 | $62,032 | $198,457-68.7% | $170,435-63.6% | $147,586-58.0% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 15.68% | 257.30%-241.6pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $974 | $6,183-84.2% | $5,432-82.1% | $4,876-80.0% |
| Participant deferral / active EE | $3,192 | $5,629-43.3% | $4,939-35.4% | $5,439-41.3% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |