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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 | $65,960 | $183,539-64.1% | $155,556-57.6% | $145,897-54.8% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.65% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $816 | $5,315-84.7% | $4,675-82.6% | $4,663-82.5% |
| Participant deferral / active EE | $5,449 | $6,467-15.7% | $5,631-3.2% | $6,689-18.5% |
| Admin fee / account holder | $177 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |