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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 | $83,754 | $185,312-54.8% | $161,489-48.1% | $154,746-45.9% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 22.75% | 103.84%-81.1pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $854 | $4,769-82.1% | $4,268-80.0% | $4,379-80.5% |
| Participant deferral / active EE | $2,823 | $6,350-55.5% | $5,630-49.9% | $6,730-58.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |