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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 | $56,286 | $183,592-69.3% | $155,574-63.8% | $145,877-61.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.89% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $731 | $5,317-86.2% | $4,676-84.4% | $4,663-84.3% |
| Participant deferral / active EE | $3,109 | $6,466-51.9% | $5,629-44.8% | $6,691-53.5% |
| Admin fee / account holder | $235 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |