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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 | $62,394 | $185,312-66.3% | $161,489-61.4% | $154,746-59.7% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 18.54% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,665 | $6,350+20.7% | $5,630+36.1% | $6,730+13.9% |
| Admin fee / account holder | $27 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |