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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 | $56,771 | $178,174-68.1% | $156,181-63.7% | $137,256-58.6% |
| Participation rate | 52.2% | 82.0%-29.9pp | 78.8%-26.7pp | 80.0%-27.8pp |
| Annual return | 28.85% | 84.19%-55.3pp | 64.87%-36.0pp | 220.34%-191.5pp |
| Employer contribution / active EE | $997 | $4,972-80.0% | $4,294-76.8% | $4,156-76.0% |
| Participant deferral / active EE | $2,415 | $6,888-64.9% | $6,132-60.6% | $6,407-62.3% |
| Admin fee / account holder | $123 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |